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 15 · EIN 13-1624203 | Recordkeeping | $4,223 |
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 | $55,006 | $52,467+4.8% | $57,179-3.8% | $55,167-0.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.04% | 7.72%-0.7pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,879 | $2,477+137.3% | $2,682+119.2% | $1,963+199.5% |
| Participant deferral / active EE | $5,112 | $2,830+80.6% | $3,096+65.1% | $3,054+67.4% |
| Admin fee / account holder | $11 | $269-95.9% | $3,139-99.7% | $504-97.8% |