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 | $95,875 |
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 | $166,965 | $47,722+249.9% | $82,719+101.8% | $64,808+157.6% |
| Participation rate | 97.3% | 67.6%+29.7pp | 72.6%+24.8pp | 71.5%+25.9pp |
| Annual return | -13.30% | -13.05%-0.2pp | 701.18%-714.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $11,498 | $2,179+427.6% | $3,009+282.1% | $2,506+358.8% |
| Participant deferral / active EE | $8,793 | $3,329+164.1% | $4,395+100.1% | $4,310+104.0% |
| Admin fee / account holder | $92 | $143-35.4% | $5,329-98.3% | $188-50.8% |