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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $87,665 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $35,602 |
GRAY, GRAY & GRAY7 years Filed as: GRAY, GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $18,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,353 | $91,762+85.6% | $67,502+152.4% | $77,643+119.4% |
| Participation rate | 59.2% | 75.9%-16.7pp | 72.9%-13.7pp | 70.6%-11.4pp |
| Annual return | 12.44% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $4,448 | $3,181+39.8% | $2,731+62.9% | $2,726+63.2% |
| Participant deferral / active EE | $4,549 | $3,903+16.6% | $4,000+13.7% | $4,647-2.1% |
| Admin fee / account holder | $217 | $176+23.5% | $3,998-94.6% | $430-49.5% |