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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $187 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,892 | $49,227+102.9% | $70,449+41.8% | $79,858+25.1% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+17.9pp | 69.6%+23.3pp |
| Annual return | 14.76% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,071 | $2,099-49.0% | $2,737-60.8% | $2,471-56.6% |
| Participant deferral / active EE | $7,255 | $2,768+162.1% | $3,709+95.6% | $3,740+94.0% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |