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 |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $15,199 |
TWO WEST CAPITAL ADVISORS2 years Service code 27 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $7,861 |
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 | $47,583 | $65,322-27.2% | $70,449-32.5% | $73,488-35.3% |
| Participation rate | 96.6% | 77.0%+19.6pp | 75.1%+21.5pp | 70.7%+25.9pp |
| Annual return | 12.25% | 15.71%-3.5pp | 109.03%-96.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,437 | $2,460-0.9% | $2,737-10.9% | $2,270+7.4% |
| Participant deferral / active EE | $1,969 | $3,375-41.6% | $3,709-46.9% | $3,740-47.3% |
| Admin fee / account holder | $260 | $214+21.4% | $3,845-93.2% | $513-49.4% |