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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE1700 · RALEIGH, NC 27609 | Advisory (Plan) | $14,444 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $7,130 |
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 | $69,602 | $52,953+31.4% | $172,739-59.7% | $65,185+6.8% |
| Participation rate | 93.8% | 66.2%+27.7pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 18.45% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $3,625 | $2,190+65.5% | $5,143-29.5% | $2,177+66.5% |
| Participant deferral / active EE | $3,301 | $2,471+33.6% | $5,198-36.5% | $3,514-6.0% |
| Admin fee / account holder | $84 | $472-82.3% | $13,954-99.4% | $847-90.1% |