Filed February 7, 2022 (most recent of 2 filings on file)
Total covered: 9 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,427 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,625 | $68,408+88.0% | $57,179+125.0% | $57,658+123.1% |
| Participation rate | 96.4% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.2pp |
| Annual return | 6.87% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $3,087 | $2,869+7.6% | $2,682+15.1% | $1,974+56.4% |
| Participant deferral / active EE | $4,778 | $2,903+64.6% | $3,096+54.3% | $3,061+56.1% |
| Admin fee / account holder | $38 | $70-45.6% | $3,139-98.8% | $95-59.9% |