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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $66,710 | $79,124-15.7% | $60,874+9.6% | $64,808+2.9% |
| Participation rate | 43.3% | 77.7%-34.5pp | 73.1%-29.8pp | 71.5%-28.2pp |
| Annual return | -12.09% | -7.13%-5.0pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $948 | $3,050-68.9% | $2,701-64.9% | $2,506-62.2% |
| Participant deferral / active EE | $1,682 | $3,725-54.9% | $3,817-55.9% | $4,310-61.0% |
| Admin fee / account holder | $0 | $106-99.6% | $3,224-100.0% | $188-99.8% |