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 15 · EIN 13-1624203 | Recordkeeping | $17,043 |
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 | $87,741 | $65,322+34.3% | $70,449+24.5% | $73,488+19.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 16.02% | 15.71%+0.3pp | 109.03%-93.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $7,261 | $2,460+195.2% | $2,737+165.3% | $2,270+219.9% |
| Participant deferral / active EE | $6,375 | $3,375+88.9% | $3,709+71.9% | $3,740+70.5% |
| Admin fee / account holder | $42 | $214-80.3% | $3,845-98.9% | $513-91.8% |