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 |
|---|---|---|
CARROLL CONSULTANTS ADVISORS, LTD1 year Filed as: CARROLL CONSULTANTS ADVSRS LTD Service code 29 · EIN 45-3943005 1285 DRUMMERS LN STE 201 · WAYNE, PA 190871572 | Legal | $20,672 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 21 · EIN 13-1624203 730 THIRD AVENUA · NEW YORK, NY 100173206 | Bank Trustee | $6,677 |
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 | $123,838 | $57,976+113.6% | $62,995+96.6% | $62,292+98.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.78% | 17.54%-2.8pp | 87.57%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $6,345 | $2,415+162.8% | $2,759+130.0% | $2,042+210.7% |
| Participant deferral / active EE | $6,254 | $2,956+111.6% | $3,329+87.8% | $3,169+97.3% |
| Admin fee / account holder | $45 | $276-83.8% | $3,600-98.8% | $479-90.7% |