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 |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $25,319 |
Service code 99 · EIN 47-1411118 | Other Fees | $7,680 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,235 | $50,815+34.3% | $155,509-56.1% | $77,643-12.1% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.9pp | 70.6%-25.3pp |
| Annual return | 15.10% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,794 | $2,822+34.4% | $5,626-32.6% | $4,647-18.4% |
| Admin fee / account holder | $185 | $437-57.5% | $15,912-98.8% | $430-56.9% |