Filed February 6, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $326,276 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,568 |
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 | $153,937 | $55,331+178.2% | $81,812+88.2% | $199,593-22.9% |
| Participation rate | 80.1% | 62.5%+17.6pp | 72.3%+7.8pp | 72.0%+8.2pp |
| Annual return | 13.10% | 19.59%-6.5pp | 773.79%-760.7pp | 34.25%-21.2pp |
| Employer contribution / active EE | $10,263 | $2,101+388.5% | $2,912+252.4% | $3,034+238.2% |
| Participant deferral / active EE | $7,501 | $3,283+128.5% | $4,319+73.7% | $5,087+47.5% |
| Admin fee / account holder | $29 | $346-91.6% | $7,386-99.6% | $269-89.1% |