Filed October 31, 2019 (most recent of 3 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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,230 | $48,230+33.2% | $67,502-4.8% | $80,856-20.6% |
| Participation rate | 92.4% | 66.4%+26.1pp | 72.9%+19.6pp | 67.6%+24.8pp |
| Annual return | 13.44% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,346 | $2,924+48.6% | $4,000+8.7% | $4,296+1.2% |
| Admin fee / account holder | $21 | $3,681-99.4% | $3,998-99.5% | $6,918-99.7% |