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 |
|---|---|---|
TIAA4+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $61,854 |
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MANAGEMENT LLC Service code 28 · EIN 20-4455433 | Investment Management | $31,875 |
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 | $61,267 | $95,542-35.9% | $69,455-11.8% | $67,579-9.3% |
| Participation rate | 97.9% | 79.4%+18.6pp | 74.6%+23.3pp | 71.3%+26.6pp |
| Annual return | 6.27% | 17.67%-11.4pp | 28.97%-22.7pp | 378.56%-372.3pp |
| Employer contribution / active EE | $4,461 | $2,989+49.3% | $2,779+60.5% | $2,148+107.7% |
| Participant deferral / active EE | $3,080 | $3,263-5.6% | $3,535-12.9% | $3,539-13.0% |
| Admin fee / account holder | $81 | $90-10.0% | $3,839-97.9% | $142-43.2% |