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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,452 | $84,948-7.6% | $70,449+11.4% | $73,409+6.9% |
| Participation rate | 39.9% | 79.9%-40.1pp | 75.1%-35.2pp | 72.2%-32.3pp |
| Annual return | 12.05% | 13.39%-1.3pp | 109.03%-97.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $556 | $2,834-80.4% | $2,737-79.7% | $2,234-75.1% |
| Participant deferral / active EE | $1,889 | $3,387-44.2% | $3,709-49.1% | $3,805-50.4% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |