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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $799 |
TIAA5+ years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Claims processing; Recordkeeping and ... | $0 |
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 | $33,416 | $62,928-46.9% | $172,739-80.7% | $67,579-50.6% |
| Participation rate | 72.1% | 64.5%+7.6pp | 82.6%-10.6pp | 71.3%+0.8pp |
| Annual return | 17.55% | 30.36%-12.8pp | 802.84%-785.3pp | 378.56%-361.0pp |
| Employer contribution / active EE | $426 | $1,636-74.0% | $5,143-91.7% | $2,148-80.2% |
| Participant deferral / active EE | $1,149 | $2,145-46.4% | $5,198-77.9% | $3,539-67.5% |
| Admin fee / account holder | $0 | $167-99.9% | $13,954-100.0% | $142-99.8% |