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 |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,109 |
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 | $69,295 | $57,976+19.5% | $62,995+10.0% | $62,292+11.2% |
| Participation rate | 78.7% | 75.9%+2.8pp | 74.8%+3.9pp | 69.5%+9.2pp |
| Annual return | 20.50% | 17.54%+3.0pp | 87.57%-67.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,497 | $2,415-38.0% | $2,759-45.7% | $2,042-26.7% |
| Participant deferral / active EE | $3,699 | $2,956+25.1% | $3,329+11.1% | $3,169+16.7% |
| Admin fee / account holder | $16 | $276-94.1% | $3,600-99.5% | $479-96.6% |