Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 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 |
|---|---|---|
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & CO. LLP Service code 10 · EIN 22-2428965 | Accounting | $38,325 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $23,150 |
TIAA1 year Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $3,199 |
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 | $91,014 | $111,945-18.7% | $62,995+44.5% | $80,976+12.4% |
| Participation rate | 99.1% | 65.1%+34.0pp | 74.8%+24.3pp | 68.3%+30.8pp |
| Annual return | 16.10% | 17.10%-1.0pp | 87.57%-71.5pp | 22.91%-6.8pp |
| Employer contribution / active EE | $3,536 | $4,590-23.0% | $2,759+28.2% | $2,402+47.2% |
| Participant deferral / active EE | $4,234 | $3,579+18.3% | $3,329+27.2% | $3,848+10.0% |
| Admin fee / account holder | $4 | $24-84.7% | $3,600-99.9% | $67-94.5% |