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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $53,956 |
PLANPILOT, LLC5 years Service code 28 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Investment Management | $32,637 |
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 | $126,772 | $79,124+60.2% | $60,874+108.3% | $64,808+95.6% |
| Participation rate | 90.5% | 77.7%+12.8pp | 73.1%+17.4pp | 71.5%+19.0pp |
| Annual return | -11.37% | -7.13%-4.2pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $2,410 | $3,050-21.0% | $2,701-10.8% | $2,506-3.8% |
| Participant deferral / active EE | $4,603 | $3,725+23.6% | $3,817+20.6% | $4,310+6.8% |
| Admin fee / account holder | $117 | $106+10.3% | $3,224-96.4% | $188-38.0% |