Filed November 18, 2025 (most recent of 5 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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $51,715 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $76 |
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 | $74,289 | $79,124-6.1% | $60,874+22.0% | $64,808+14.6% |
| Participation rate | 96.0% | 77.7%+18.3pp | 73.1%+22.9pp | 71.5%+24.6pp |
| Annual return | -13.76% | -7.13%-6.6pp | 16.90%-30.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $4,209 | $3,050+38.0% | $2,701+55.8% | $2,506+68.0% |
| Participant deferral / active EE | $4,596 | $3,725+23.4% | $3,817+20.4% | $4,310+6.6% |
| Admin fee / account holder | $124 | $106+17.4% | $3,224-96.2% | $188-33.9% |