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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $68,155 |
Filed as: MCCANNON, ROGERS, DRISCOLL & ASSOC. Service code 27 · EIN 56-1056216 | Advisory (Plan) | $11,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,847 | $91,762-7.5% | $67,502+25.7% | $77,643+9.3% |
| Participation rate | 94.8% | 75.9%+18.9pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 12.40% | 14.87%-2.5pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,953 | $3,181-7.2% | $2,731+8.1% | $2,726+8.3% |
| Participant deferral / active EE | $3,142 | $3,903-19.5% | $4,000-21.4% | $4,647-32.4% |
| Admin fee / account holder | $90 | $176-49.0% | $3,998-97.8% | $430-79.1% |