Filed December 16, 2022 (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 Service code 13 · EIN 13-1624203 | Contract Administrator | $66,020 |
Filed as: LAKESIDE WEALTH MANAGEMENT LLC Service code 28 · EIN 20-4455433 | Investment Management | $10,625 |
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 | $58,964 | $70,083-15.9% | $59,878-1.5% | $55,725+5.8% |
| Participation rate | 97.3% | 78.4%+19.0pp | 74.7%+22.6pp | 70.9%+26.5pp |
| Annual return | 8.21% | 3.13%+5.1pp | 3.46%+4.7pp | 244.93%-236.7pp |
| Employer contribution / active EE | $3,973 | $2,878+38.0% | $2,722+46.0% | $2,078+91.2% |
| Participant deferral / active EE | $2,774 | $3,079-9.9% | $3,402-18.4% | $3,356-17.3% |
| Admin fee / account holder | $73 | $70+3.3% | $3,590-98.0% | $115-36.9% |