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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,322 |
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 | $45,824 | $48,230-5.0% | $67,502-32.1% | $80,856-43.3% |
| Participation rate | 74.3% | 66.4%+8.0pp | 72.9%+1.5pp | 67.6%+6.7pp |
| Annual return | 15.69% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,881 | $2,020-6.9% | $2,731-31.1% | $2,755-31.7% |
| Participant deferral / active EE | $2,861 | $2,924-2.2% | $4,000-28.5% | $4,296-33.4% |
| Admin fee / account holder | $119 | $3,681-96.8% | $3,998-97.0% | $6,918-98.3% |