Filed February 5, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $5,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $75,093 | $74,552+0.7% | $62,995+19.2% | $69,631+7.8% |
| Participation rate | 38.3% | 78.3%-40.0pp | 74.8%-36.5pp | 70.7%-32.4pp |
| Annual return | 14.14% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $881 | $2,929-69.9% | $2,759-68.1% | $2,032-56.6% |
| Participant deferral / active EE | $1,493 | $2,974-49.8% | $3,329-55.2% | $3,224-53.7% |
| Admin fee / account holder | $13 | $59-77.3% | $3,600-99.6% | $110-87.8% |