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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 |
|---|---|---|
CARROLL CONSULTANTS ADVISORS, LTD1 year Service code 27 · EIN 45-3943005 | Advisory (Plan) | $7,590 |
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $7,438 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $626 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,291 | $74,552-39.2% | $62,995-28.1% | $69,631-35.0% |
| Participation rate | 84.5% | 78.3%+6.2pp | 74.8%+9.7pp | 70.7%+13.8pp |
| Annual return | 11.12% | 15.77%-4.6pp | 87.57%-76.4pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $1,692 | $2,929-42.2% | $2,759-38.7% | $2,032-16.7% |
| Participant deferral / active EE | $3,497 | $2,974+17.6% | $3,329+5.0% | $3,224+8.5% |
| Admin fee / account holder | $36 | $59-38.6% | $3,600-99.0% | $110-67.0% |