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 |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $72,554 |
Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
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 | $90,105 | $94,833-5.0% | $75,696+19.0% | $86,799+3.8% |
| Participation rate | 97.1% | 79.1%+17.9pp | 74.8%+22.2pp | 72.3%+24.8pp |
| Annual return | 26.15% | 16.91%+9.2pp | 104.53%-78.4pp | 97.91%-71.8pp |
| Employer contribution / active EE | $1,636 | $2,904-43.7% | $2,743-40.3% | $2,405-32.0% |
| Participant deferral / active EE | $3,916 | $3,632+7.8% | $3,821+2.5% | $4,131-5.2% |
| Admin fee / account holder | $93 | $109-14.7% | $3,619-97.4% | $170-45.3% |