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 Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,627 |
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 | $38,644 | $49,227-21.5% | $70,449-45.1% | $79,858-51.6% |
| Participation rate | 82.3% | 69.2%+13.1pp | 75.1%+7.2pp | 69.6%+12.6pp |
| Annual return | 16.50% | 30.06%-13.6pp | 109.03%-92.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $827 | $2,099-60.6% | $2,737-69.8% | $2,471-66.5% |
| Participant deferral / active EE | $1,848 | $2,768-33.2% | $3,709-50.2% | $3,740-50.6% |
| Admin fee / account holder | $72 | $2,878-97.5% | $3,845-98.1% | $5,306-98.6% |