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 |
|---|---|---|
TIAA8 years Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Insurance services | $60,869 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 21 · EIN 39-6037914 777 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Bank Trustee | $46,026 |
Filed as: DEMING, MALONE, LIVESAY & OSTROFF Service code 10 · EIN 61-1064249 9300 SHELBYVILLE ROAD, SUITE 1100 · LOUISVILLE, KY 40222 | Accounting | $10,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,527 | $67,984+124.4% | $65,493+132.9% | $74,304+105.3% |
| Participation rate | 95.5% | 66.3%+29.2pp | 73.1%+22.4pp | 60.3%+35.2pp |
| Annual return | 14.66% | 19.87%-5.2pp | 982.45%-967.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $4,619 | $2,491+85.4% | $2,574+79.4% | $2,241+106.1% |
| Participant deferral / active EE | $6,963 | $3,346+108.1% | $3,961+75.8% | $3,767+84.8% |
| Admin fee / account holder | $360 | $1,373-73.8% | $5,028-92.8% | $2,969-87.9% |