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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $257,531 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,593 |
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 | $139,496 | $52,660+164.9% | $86,612+61.1% | $80,160+74.0% |
| Participation rate | 82.1% | 62.4%+19.7pp | 71.7%+10.4pp | 72.9%+9.2pp |
| Annual return | 16.29% | 24.87%-8.6pp | 591.07%-574.8pp | 40.38%-24.1pp |
| Employer contribution / active EE | $9,901 | $2,140+362.7% | $3,022+227.6% | $2,978+232.5% |
| Participant deferral / active EE | $7,333 | $3,215+128.1% | $4,438+65.2% | $5,017+46.2% |
| Admin fee / account holder | $23 | $113-79.7% | $5,614-99.6% | $145-84.2% |