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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,523 |
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 | $85,874 | $70,475+21.9% | $100,516-14.6% | $79,858+7.5% |
| Participation rate | 97.2% | 73.7%+23.6pp | 79.4%+17.8pp | 69.6%+27.6pp |
| Annual return | 20.60% | 21.90%-1.3pp | 30.89%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $4,907 | $2,165+126.7% | $3,418+43.6% | $2,471+98.6% |
| Participant deferral / active EE | $7,428 | $5,181+43.4% | $6,270+18.5% | $3,740+98.6% |
| Admin fee / account holder | $11 | $4,478-99.7% | $8,081-99.9% | $5,306-99.8% |