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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $6,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,458 | $70,083-5.2% | $59,878+11.0% | $55,725+19.3% |
| Participation rate | 39.0% | 78.4%-39.4pp | 74.7%-35.7pp | 70.9%-31.9pp |
| Annual return | -3.06% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $917 | $2,878-68.2% | $2,722-66.3% | $2,078-55.9% |
| Participant deferral / active EE | $1,631 | $3,079-47.0% | $3,402-52.1% | $3,356-51.4% |
| Admin fee / account holder | $17 | $70-75.8% | $3,590-99.5% | $115-85.2% |