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 13 · EIN 13-1624203 | Contract Administrator | $25,025 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,844 | $50,982+13.5% | $154,803-62.6% | $85,563-32.4% |
| Participation rate | 70.4% | 59.8%+10.6pp | 78.1%-7.6pp | 66.0%+4.5pp |
| Annual return | 10.32% | 30.35%-20.0pp | 58.88%-48.6pp | 31.51%-21.2pp |
| Employer contribution / active EE | $1,366 | $1,708-20.0% | $4,305-68.3% | $2,654-48.5% |
| Participant deferral / active EE | $3,390 | $2,474+37.0% | $5,540-38.8% | $4,375-22.5% |
| Admin fee / account holder | $70 | $846-91.7% | $14,329-99.5% | $834-91.6% |