Filed June 6, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $10,337 |
Service code 27 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $5,195 |
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 | $46,499 | $60,795-23.5% | $69,455-33.1% | $65,185-28.7% |
| Participation rate | 96.3% | 74.9%+21.4pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 17.92% | 17.46%+0.5pp | 28.97%-11.0pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,487 | $2,452+1.4% | $2,779-10.5% | $2,177+14.3% |
| Participant deferral / active EE | $1,850 | $3,162-41.5% | $3,535-47.7% | $3,514-47.3% |
| Admin fee / account holder | $266 | $314-15.1% | $3,839-93.1% | $847-68.5% |