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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,227 | $34,220-11.7% | $73,843-59.1% | $59,188-48.9% |
| Participation rate | 69.1% | 59.1%+10.0pp | 73.4%-4.3pp | 69.4%-0.3pp |
| Annual return | 2.25% | 3.36%-1.1pp | 2267.84%-2265.6pp | 5.51%-3.3pp |
| Employer contribution / active EE | $1,048 | $1,480-29.2% | $2,787-62.4% | $2,098-50.1% |
| Participant deferral / active EE | $961 | $2,035-52.8% | $3,583-73.2% | $3,265-70.6% |
| Admin fee / account holder | $28 | $64-56.7% | $4,880-99.4% | $92-69.9% |