Filed April 22, 2025 (most recent of 2 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.
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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 |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT7+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $70,963 |
TIAA7+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $25,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,883 | $60,989+90.0% | $60,874+90.4% | $66,914+73.2% |
| Participation rate | 87.6% | 74.5%+13.2pp | 73.1%+14.5pp | 69.8%+17.8pp |
| Annual return | -9.08% | -9.60%+0.5pp | 16.90%-26.0pp | 1.58%-10.7pp |
| Employer contribution / active EE | $4,174 | $2,661+56.9% | $2,701+54.5% | $2,544+64.1% |
| Participant deferral / active EE | $5,522 | $3,615+52.8% | $3,817+44.7% | $4,237+30.3% |
| Admin fee / account holder | $213 | $338-37.1% | $3,224-93.4% | $593-64.1% |