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 |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $83,887 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $25,000 |
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 | $79,334 | $79,124+0.3% | $60,874+30.3% | $64,808+22.4% |
| Participation rate | 97.4% | 77.7%+19.7pp | 73.1%+24.3pp | 71.5%+25.9pp |
| Annual return | -11.31% | -7.13%-4.2pp | 16.90%-28.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $5,658 | $3,050+85.5% | $2,701+109.4% | $2,506+125.8% |
| Participant deferral / active EE | $4,185 | $3,725+12.4% | $3,817+9.7% | $4,310-2.9% |
| Admin fee / account holder | $122 | $106+15.2% | $3,224-96.2% | $188-35.2% |