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... | $8,326 |
TIAA8+ 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 | $32,305 | $46,292-30.2% | $143,757-77.5% | $64,808-50.2% |
| Participation rate | 72.5% | 64.2%+8.3pp | 80.3%-7.8pp | 71.5%+1.0pp |
| Annual return | -12.27% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $613 | $1,910-67.9% | $4,951-87.6% | $2,506-75.5% |
| Participant deferral / active EE | $1,641 | $2,646-38.0% | $5,637-70.9% | $4,310-61.9% |
| Admin fee / account holder | $9 | $154-93.9% | $14,673-99.9% | $188-95.0% |