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 | Participant loan processing; Claims p... | $3,836 |
TIAA6+ years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping and information managem... | $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 | $37,266 | $52,293-28.7% | $178,490-79.1% | $73,409-49.2% |
| Participation rate | 73.1% | 65.3%+7.8pp | 81.9%-8.8pp | 72.2%+1.0pp |
| Annual return | 12.52% | 34.75%-22.2pp | 151.07%-138.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $434 | $1,735-75.0% | $5,011-91.3% | $2,234-80.6% |
| Participant deferral / active EE | $1,198 | $2,332-48.6% | $5,202-77.0% | $3,805-68.5% |
| Admin fee / account holder | $12 | $127-90.4% | $13,984-99.9% | $158-92.2% |