Filed November 25, 2025 (most recent of 4 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 |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $29,609 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 64 · EIN 27-4411131 | Recordkeeping Fees | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,797 | $96,018+57.1% | $65,493+130.2% | $85,563+76.2% |
| Participation rate | 45.5% | 74.8%-29.3pp | 73.1%-27.6pp | 66.0%-20.5pp |
| Annual return | 12.95% | 14.51%-1.6pp | 982.45%-969.5pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,952 | $3,235-39.7% | $2,574-24.2% | $2,654-26.4% |
| Participant deferral / active EE | $2,786 | $4,055-31.3% | $3,961-29.7% | $4,375-36.3% |
| Admin fee / account holder | $80 | $271-70.3% | $5,028-98.4% | $834-90.4% |