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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC4 years Service code 14 · EIN 34-1597728 | Plan Administrator | $21,714 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $13,684 |
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 | $153,256 | $69,763+119.7% | $67,502+127.0% | $74,495+105.7% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 14.40% | -40.34%+54.7pp | 3512.12%-3497.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,972 | $2,704+9.9% | $2,731+8.8% | $2,623+13.3% |
| Participant deferral / active EE | $4,432 | $3,636+21.9% | $4,000+10.8% | $4,346+2.0% |
| Admin fee / account holder | $134 | $896-85.0% | $3,998-96.6% | $1,942-93.1% |