Filed August 6, 2021
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 15 · EIN 13-1624203 | Recordkeeping | $8,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,452 | $48,230+120.7% | $67,502+57.7% | $80,856+31.7% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 66.98% | 18.28%+48.7pp | 3512.12%-3445.1pp | 35.59%+31.4pp |
| Employer contribution / active EE | $6,283 | $2,020+211.1% | $2,731+130.1% | $2,755+128.1% |
| Participant deferral / active EE | $5,999 | $2,924+105.2% | $4,000+50.0% | $4,296+39.7% |
| Admin fee / account holder | $49 | $3,681-98.7% | $3,998-98.8% | $6,918-99.3% |