Filed December 6, 2022
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 INSURANCE AND ANNUIT Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $19,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,676 | $65,557+24.6% | $64,056+27.5% | $71,457+14.3% |
| Participation rate | 81.9% | 73.2%+8.8pp | 72.3%+9.6pp | 67.9%+14.0pp |
| Annual return | 14.57% | 18.94%-4.4pp | 33.69%-19.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $4,832 | $2,669+81.0% | $2,747+75.9% | $2,588+86.7% |
| Participant deferral / active EE | $3,752 | $3,626+3.5% | $3,880-3.3% | $4,289-12.5% |
| Admin fee / account holder | $151 | $616-75.5% | $3,068-95.1% | $1,587-90.5% |