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 MANAGEMENT8+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $20,645 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,863 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $6,740 |
TIAA8+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $6,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,356 | $65,557+246.8% | $64,056+254.9% | $71,457+218.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.88% | 18.94%-7.1pp | 33.69%-21.8pp | 28.85%-17.0pp |
| Employer contribution / active EE | $4,667 | $2,669+74.9% | $2,747+69.9% | $2,588+80.4% |
| Participant deferral / active EE | $6,086 | $3,626+67.9% | $3,880+56.8% | $4,289+41.9% |
| Admin fee / account holder | $230 | $616-62.6% | $3,068-92.5% | $1,587-85.5% |