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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.
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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 64 · EIN 13-1624203 | Recordkeeping Fees | $36,776 |
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 | $36,902 | $52,293-29.4% | $178,490-79.3% | $73,409-49.7% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.4pp |
| Annual return | 11.99% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $3,332 | $1,735+92.0% | $5,011-33.5% | $2,234+49.2% |
| Participant deferral / active EE | $1,892 | $2,332-18.9% | $5,202-63.6% | $3,805-50.3% |
| Admin fee / account holder | $98 | $127-23.0% | $13,984-99.3% | $158-37.9% |