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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $4,542 |
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 | $85,539 | $48,570+76.1% | $130,648-34.5% | $72,985+17.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.96% | 38.63%-21.7pp | 1708.96%-1692.0pp | 81.00%-64.0pp |
| Employer contribution / active EE | $5,203 | $1,334+290.0% | $4,092+27.2% | $2,440+113.2% |
| Participant deferral / active EE | $3,568 | $2,384+49.7% | $3,603-1.0% | $3,607-1.1% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,464-99.7% | $5,124-99.6% |