Filed January 6, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $64,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,730 | $55,331-78.8% | $81,812-85.7% | $199,593-94.1% |
| Participation rate | 97.0% | 62.5%+34.5pp | 72.3%+24.6pp | 72.0%+25.0pp |
| Annual return | 24.26% | 19.59%+4.7pp | 773.79%-749.5pp | 34.25%-10.0pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,448 | $3,283-25.4% | $4,319-43.3% | $5,087-51.9% |
| Admin fee / account holder | $11 | $346-97.0% | $7,386-99.9% | $269-96.1% |