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 |
|---|---|---|
CARROLL CONSULTANTS ADVISORS, LTD2 years Service code 27 · EIN 45-3943005 | Advisory (Plan) | $35,387 |
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $7,239 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $274 |
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 | $53,955 | $70,083-23.0% | $59,878-9.9% | $55,725-3.2% |
| Participation rate | 91.3% | 78.4%+12.9pp | 74.7%+16.6pp | 70.9%+20.4pp |
| Annual return | 8.64% | 3.13%+5.5pp | 3.46%+5.2pp | 244.93%-236.3pp |
| Employer contribution / active EE | $3,392 | $2,878+17.8% | $2,722+24.6% | $2,078+63.2% |
| Participant deferral / active EE | $5,749 | $3,079+86.7% | $3,402+69.0% | $3,356+71.3% |
| Admin fee / account holder | $104 | $70+47.4% | $3,590-97.1% | $115-10.0% |