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 | $1,478 |
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 | $51,185 | $51,769-1.1% | $57,343-10.7% | $52,331-2.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 3.02% | 2.43%+0.6pp | 24.39%-21.4pp | 4.54%-1.5pp |
| Employer contribution / active EE | $6,077 | $2,335+160.3% | $2,689+126.0% | $1,882+223.0% |
| Participant deferral / active EE | $5,401 | $2,794+93.3% | $3,162+70.8% | $3,022+78.7% |
| Admin fee / account holder | $4 | $295-98.7% | $3,356-99.9% | $592-99.3% |