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 |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $60,556 |
LAKESIDE WEALTH MANAGEMENT3 years Filed as: LAKESIDE WEALTH MANAGEMENT LLC Service code 28 · EIN 20-4455433 | Investment Management | $12,500 |
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 | $62,226 | $84,948-26.7% | $70,449-11.7% | $73,409-15.2% |
| Participation rate | 97.8% | 79.9%+17.9pp | 75.1%+22.8pp | 72.2%+25.6pp |
| Annual return | 3.15% | 13.39%-10.2pp | 109.03%-105.9pp | 59.29%-56.1pp |
| Employer contribution / active EE | $3,932 | $2,834+38.8% | $2,737+43.7% | $2,234+76.0% |
| Participant deferral / active EE | $3,012 | $3,387-11.1% | $3,709-18.8% | $3,805-20.9% |
| Admin fee / account holder | $62 | $98-37.2% | $3,845-98.4% | $158-61.0% |