Filed June 5, 2025 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,553 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,694 | $84,948-45.0% | $70,449-33.7% | $73,409-36.4% |
| Participation rate | 96.0% | 79.9%+16.1pp | 75.1%+21.0pp | 72.2%+23.8pp |
| Annual return | 14.53% | 13.39%+1.1pp | 109.03%-94.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $870 | $2,834-69.3% | $2,737-68.2% | $2,234-61.0% |
| Participant deferral / active EE | $1,698 | $3,387-49.9% | $3,709-54.2% | $3,805-55.4% |
| Admin fee / account holder | $22 | $98-77.2% | $3,845-99.4% | $158-85.8% |