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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, LTD3 years Service code 27 · EIN 45-3943005 | Advisory (Plan) | $43,487 |
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $2,559 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $255 |
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 | $60,319 | $60,795-0.8% | $69,455-13.2% | $65,185-7.5% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 3.53% | 17.46%-13.9pp | 28.97%-25.4pp | 29.38%-25.9pp |
| Employer contribution / active EE | $3,862 | $2,452+57.5% | $2,779+39.0% | $2,177+77.4% |
| Participant deferral / active EE | $6,262 | $3,162+98.0% | $3,535+77.1% | $3,514+78.2% |
| Admin fee / account holder | $112 | $314-64.1% | $3,839-97.1% | $847-86.7% |