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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $333,794 | $95,542+249.4% | $69,455+380.6% | $67,579+393.9% |
| Participation rate | 0.0% | 79.4%-79.4pp | 74.6%-74.6pp | 71.3%-71.3pp |
| Annual return | 16.44% | 17.67%-1.2pp | 28.97%-12.5pp | 378.56%-362.1pp |
| Employer contribution / active EE | $942 | $2,989-68.5% | $2,779-66.1% | $2,148-56.2% |
| Participant deferral / active EE | $1,625 | $3,263-50.2% | $3,535-54.0% | $3,539-54.1% |
| Admin fee / account holder | $72 | $90-19.9% | $3,839-98.1% | $142-49.4% |