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; Recordke... | $2,175 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Participant loan processing; Claims p... | $802 |
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 | $35,822 | $52,293-31.5% | $178,490-79.9% | $73,409-51.2% |
| Participation rate | 79.7% | 65.3%+14.4pp | 81.9%-2.2pp | 72.2%+7.5pp |
| Annual return | 13.92% | 34.75%-20.8pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,420 | $1,735-18.2% | $5,011-71.7% | $2,234-36.4% |
| Participant deferral / active EE | $1,123 | $2,332-51.9% | $5,202-78.4% | $3,805-70.5% |
| Admin fee / account holder | $6 | $127-95.3% | $13,984-100.0% | $158-96.2% |