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 |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $105,116 |
CAP FINANCIAL PARTNERS, LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
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 | $99,311 | $96,018+3.4% | $65,493+51.6% | $85,563+16.1% |
| Participation rate | 99.6% | 74.8%+24.8pp | 73.1%+26.5pp | 66.0%+33.6pp |
| Annual return | 13.00% | 14.51%-1.5pp | 982.45%-969.4pp | 31.51%-18.5pp |
| Employer contribution / active EE | $5,914 | $3,235+82.8% | $2,574+129.7% | $2,654+122.9% |
| Participant deferral / active EE | $4,373 | $4,055+7.8% | $3,961+10.4% | $4,375-0.1% |
| Admin fee / account holder | $129 | $271-52.3% | $5,028-97.4% | $834-84.5% |