Filed August 25, 2023
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 |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 1901 S MEYERS RD STE 455 · OAKBROOK TERRACE, IL 60181 | Accounting | $11,511 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 50 · EIN 91-0675641 1301 FIFTH AVENUE SUITE 300 · SEATTLE, WA 981012646 | Direct Payment | $4,295 |
TIAA1 year Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 730 THRID AVE. · NEW YORK, NY 100173206 | Insurance services; Direct payment fr... | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,720 | $74,552+33.8% | $62,995+58.3% | $69,631+43.2% |
| Participation rate | 98.6% | 78.3%+20.3pp | 74.8%+23.8pp | 70.7%+27.9pp |
| Annual return | 12.17% | 15.77%-3.6pp | 87.57%-75.4pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $4,972 | $2,929+69.7% | $2,759+80.2% | $2,032+144.7% |
| Participant deferral / active EE | $5,737 | $2,974+92.9% | $3,329+72.3% | $3,224+78.0% |
| Admin fee / account holder | $24 | $59-59.9% | $3,600-99.3% | $110-78.4% |