Filed May 25, 2023 (most recent of 4 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 |
|---|---|---|
TIAA10+ years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $47,819 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 14 · EIN 20-1054428 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Plan Administrator | $7,919 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARTSON ALEEN LLP Service code 10 · EIN 41-0746749 301 N LAKE AVE STE 900 · PASADENA, CA 91101 | Accounting | $7,245 |
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 | $180,467 | $67,984+165.5% | $65,493+175.5% | $74,304+142.9% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.6pp |
| Annual return | 14.93% | 19.87%-4.9pp | 982.45%-967.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $6,044 | $2,491+142.6% | $2,574+134.8% | $2,241+169.7% |
| Participant deferral / active EE | $7,727 | $3,346+130.9% | $3,961+95.1% | $3,767+105.1% |
| Admin fee / account holder | $138 | $1,373-89.9% | $5,028-97.2% | $2,969-95.3% |