See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $34,254 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $17,050 |
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, PC ET AL PTRS Service code 10 · EIN 23-1980475 | Accounting | $5,165 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
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 | $103,236 | $69,763+48.0% | $67,502+52.9% | $74,495+38.6% |
| Participation rate | 95.5% | 71.4%+24.2pp | 72.9%+22.7pp | 67.2%+28.3pp |
| Annual return | 13.91% | -40.34%+54.3pp | 3512.12%-3498.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,170 | $2,704+17.2% | $2,731+16.1% | $2,623+20.9% |
| Participant deferral / active EE | $5,262 | $3,636+44.7% | $4,000+31.5% | $4,346+21.1% |
| Admin fee / account holder | $141 | $896-84.3% | $3,998-96.5% | $1,942-92.7% |