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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $21,798 |
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 | $163,937 | $83,902+95.4% | $167,512-2.1% | $84,808+93.3% |
| Participation rate | 96.6% | 66.5%+30.1pp | 77.1%+19.5pp | 68.3%+28.3pp |
| Annual return | 8.69% | 91.55%-82.9pp | 1615.79%-1607.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $6,691 | $2,264+195.6% | $3,882+72.4% | $2,631+154.3% |
| Participant deferral / active EE | $4,559 | $4,442+2.6% | $6,405-28.8% | $4,212+8.3% |
| Admin fee / account holder | $108 | $7,915-98.6% | $9,769-98.9% | $7,344-98.5% |