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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,528 |
LOEB1 year Filed as: LOEB & TROPER LLP Service code 10 · EIN 13-1517563 | Accounting | $18,400 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $6,631 |
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 | $145,576 | $74,552+95.3% | $62,995+131.1% | $69,631+109.1% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 15.40% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,498 | $2,929+19.4% | $2,759+26.8% | $2,032+72.1% |
| Participant deferral / active EE | $5,374 | $2,974+80.7% | $3,329+61.4% | $3,224+66.7% |
| Admin fee / account holder | $104 | $59+74.6% | $3,600-97.1% | $110-6.0% |