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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,980 |
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 | $134,723 | $69,763+93.1% | $67,502+99.6% | $74,495+80.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.27% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $8,942 | $2,704+230.7% | $2,731+227.4% | $2,623+240.9% |
| Participant deferral / active EE | $10,184 | $3,636+180.1% | $4,000+154.6% | $4,346+134.4% |
| Admin fee / account holder | $180 | $896-79.9% | $3,998-95.5% | $1,942-90.7% |