Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,192 |
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 | $168,815 | $84,948+98.7% | $70,449+139.6% | $73,409+130.0% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 12.49% | 13.39%-0.9pp | 109.03%-96.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $7,231 | $2,834+155.1% | $2,737+164.2% | $2,234+223.7% |
| Participant deferral / active EE | $6,636 | $3,387+95.9% | $3,709+78.9% | $3,805+74.4% |
| Admin fee / account holder | $50 | $98-49.0% | $3,845-98.7% | $158-68.3% |