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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,083 | $48,230-35.6% | $67,502-54.0% | $80,856-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.90% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,980 | $2,020+47.5% | $2,731+9.1% | $2,755+8.2% |
| Participant deferral / active EE | $2,857 | $2,924-2.3% | $4,000-28.6% | $4,296-33.5% |
| Admin fee / account holder | $9 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |