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 |
|---|---|---|
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $91,857 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,350 |
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 | $93,538 | $91,762+1.9% | $67,502+38.6% | $77,643+20.5% |
| Participation rate | 97.1% | 75.9%+21.2pp | 72.9%+24.3pp | 70.6%+26.6pp |
| Annual return | 12.61% | 14.87%-2.3pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $6,029 | $3,181+89.5% | $2,731+120.8% | $2,726+121.2% |
| Participant deferral / active EE | $4,538 | $3,903+16.3% | $4,000+13.4% | $4,647-2.4% |
| Admin fee / account holder | $122 | $176-30.5% | $3,998-96.9% | $430-71.6% |