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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $226 |
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 | $199,737 | $80,673+147.6% | $101,326+97.1% | $84,808+135.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 49.24% | 38.95%+10.3pp | 36.82%+12.4pp | 40.90%+8.3pp |
| Employer contribution / active EE | $4,756 | $2,698+76.3% | $3,665+29.8% | $2,631+80.8% |
| Participant deferral / active EE | $3,986 | $6,840-41.7% | $7,994-50.1% | $4,212-5.4% |
| Admin fee / account holder | $49 | $12,784-99.6% | $11,185-99.6% | $7,344-99.3% |