Filed April 22, 2025 (most recent of 2 filings on file)
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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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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT9+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $0 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $0 |
TIAA9+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,109 | $69,763+87.9% | $67,502+94.2% | $74,495+76.0% |
| Participation rate | 92.7% | 71.4%+21.3pp | 72.9%+19.8pp | 67.2%+25.5pp |
| Annual return | 12.51% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,656 | $2,704+72.2% | $2,731+70.5% | $2,623+77.5% |
| Participant deferral / active EE | $6,277 | $3,636+72.6% | $4,000+56.9% | $4,346+44.4% |
| Admin fee / account holder | $93 | $896-89.6% | $3,998-97.7% | $1,942-95.2% |