Filed June 6, 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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TIAA6 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $16,458 |
TWO WEST CAPITAL ADVISORS6 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $10,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,716 | $48,230+19.7% | $67,502-14.5% | $80,856-28.6% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.2pp |
| Annual return | 11.34% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,719 | $2,020+84.1% | $2,731+36.2% | $2,755+35.0% |
| Participant deferral / active EE | $3,061 | $2,924+4.7% | $4,000-23.5% | $4,296-28.7% |
| Admin fee / account holder | $121 | $3,681-96.7% | $3,998-97.0% | $6,918-98.2% |