Filed April 3, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO. LLP Service code 10 · EIN 22-2428965 | Accounting | $17,100 |
TIAA5+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $15,454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,786 | $56,095+31.5% | $178,490-58.7% | $90,288-18.3% |
| Participation rate | 95.9% | 65.6%+30.3pp | 81.9%+14.0pp | 73.4%+22.5pp |
| Annual return | 4.97% | 28.81%-23.8pp | 151.07%-146.1pp | 53.97%-49.0pp |
| Employer contribution / active EE | $7,311 | $1,572+364.9% | $5,011+45.9% | $2,524+189.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $8 | $101-91.8% | $13,984-99.9% | $114-92.8% |