Filed June 24, 2024 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $22,959 |
BLAZEK & VETTERLING1+ years Filed as: BLAZEK & VETTERLING LLP Service code 10 · EIN 76-0269860 | Accounting | $4,323 |
PLANPILOT, LLC1+ years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $4,200 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,124 |
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 | $105,972 | $69,763+51.9% | $67,502+57.0% | $74,495+42.3% |
| Participation rate | 96.8% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 12.32% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,847 | $2,704+79.3% | $2,731+77.5% | $2,623+84.8% |
| Participant deferral / active EE | $7,304 | $3,636+100.9% | $4,000+82.6% | $4,346+68.1% |
| Admin fee / account holder | $152 | $896-83.1% | $3,998-96.2% | $1,942-92.2% |