Filed August 7, 2025
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,177 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $12,803 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,851 | $65,322-20.6% | $70,449-26.4% | $73,488-29.4% |
| Participation rate | 95.8% | 77.0%+18.8pp | 75.1%+20.7pp | 70.7%+25.1pp |
| Annual return | 5.48% | 15.71%-10.2pp | 109.03%-103.5pp | 28.51%-23.0pp |
| Employer contribution / active EE | $2,418 | $2,460-1.7% | $2,737-11.6% | $2,270+6.5% |
| Participant deferral / active EE | $3,509 | $3,375+4.0% | $3,709-5.4% | $3,740-6.2% |
| Admin fee / account holder | $124 | $214-42.3% | $3,845-96.8% | $513-75.9% |