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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $18,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,267 | $50,815-14.9% | $155,509-72.2% | $77,643-44.3% |
| Participation rate | 72.0% | 63.1%+8.9pp | 78.2%-6.2pp | 70.6%+1.4pp |
| Annual return | 14.87% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,380 | $1,993-30.8% | $4,672-70.5% | $2,726-49.4% |
| Participant deferral / active EE | $3,716 | $2,822+31.7% | $5,626-33.9% | $4,647-20.0% |
| Admin fee / account holder | $42 | $437-90.4% | $15,912-99.7% | $430-90.3% |