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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,485 |
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 | $58,720 | $55,002+6.8% | $59,878-1.9% | $56,287+4.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -4.28% | 1.13%-5.4pp | 3.46%-7.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,986 | $2,448+144.5% | $2,722+119.9% | $2,111+183.6% |
| Participant deferral / active EE | $5,554 | $3,121+77.9% | $3,402+63.2% | $3,350+65.8% |
| Admin fee / account holder | $26 | $236-89.1% | $3,590-99.3% | $521-95.1% |