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 | $17,380 |
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 | $95,485 | $60,795+57.1% | $69,455+37.5% | $65,185+46.5% |
| Participation rate | 85.4% | 74.9%+10.6pp | 74.6%+10.8pp | 70.2%+15.2pp |
| Annual return | 55.24% | 17.46%+37.8pp | 28.97%+26.3pp | 29.38%+25.9pp |
| Employer contribution / active EE | $4,692 | $2,452+91.4% | $2,779+68.8% | $2,177+115.6% |
| Participant deferral / active EE | $1,976 | $3,162-37.5% | $3,535-44.1% | $3,514-43.8% |
| Admin fee / account holder | $6 | $314-98.1% | $3,839-99.8% | $847-99.3% |