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 |
|---|---|---|
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $81,974 |
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 | $86,215 | $83,884+2.8% | $64,056+34.6% | $74,419+15.9% |
| Participation rate | 97.4% | 76.6%+20.8pp | 72.3%+25.1pp | 70.7%+26.7pp |
| Annual return | 10.53% | 16.57%-6.0pp | 33.69%-23.2pp | 34.38%-23.8pp |
| Employer contribution / active EE | $5,875 | $3,084+90.5% | $2,747+113.9% | $2,637+122.7% |
| Participant deferral / active EE | $4,307 | $3,692+16.7% | $3,880+11.0% | $4,528-4.9% |
| Admin fee / account holder | $94 | $196-52.2% | $3,068-96.9% | $348-73.1% |