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 9-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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,893 |
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 | $39,768 | $60,795-34.6% | $69,455-42.7% | $65,185-39.0% |
| Participation rate | 97.3% | 74.9%+22.4pp | 74.6%+22.7pp | 70.2%+27.1pp |
| Annual return | 7.12% | 17.46%-10.3pp | 28.97%-21.8pp | 29.38%-22.3pp |
| Employer contribution / active EE | $2,530 | $2,452+3.2% | $2,779-9.0% | $2,177+16.2% |
| Participant deferral / active EE | $4,535 | $3,162+43.4% | $3,535+28.3% | $3,514+29.1% |
| Admin fee / account holder | $67 | $314-78.6% | $3,839-98.3% | $847-92.1% |