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 |
|---|---|---|
Service code 28 · EIN 13-2998164 | Investment Management | $60,610 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,368 |
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 | $218,842 | $96,018+127.9% | $65,493+234.1% | $85,563+155.8% |
| Participation rate | 99.8% | 74.8%+24.9pp | 73.1%+26.7pp | 66.0%+33.8pp |
| Annual return | 12.27% | 14.51%-2.2pp | 982.45%-970.2pp | 31.51%-19.2pp |
| Employer contribution / active EE | $6,222 | $3,235+92.3% | $2,574+141.7% | $2,654+134.5% |
| Participant deferral / active EE | $6,758 | $4,055+66.7% | $3,961+70.6% | $4,375+54.5% |
| Admin fee / account holder | $82 | $271-69.8% | $5,028-98.4% | $834-90.2% |