Filed December 8, 2021
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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF - TEACHER INSURANCE ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $32,813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,951 | $53,199-64.4% | $155,567-87.8% | $199,768-90.5% |
| Participation rate | 95.4% | 64.1%+31.2pp | 78.2%+17.2pp | 72.0%+23.4pp |
| Annual return | 12.82% | 41.17%-28.3pp | 64.74%-51.9pp | 34.26%-21.4pp |
| Employer contribution / active EE | $1,122 | $1,852-39.4% | $4,674-76.0% | $3,037-63.0% |
| Participant deferral / active EE | $593 | $3,163-81.2% | $5,628-89.5% | $5,090-88.3% |
| Admin fee / account holder | $15 | $186-92.0% | $15,916-99.9% | $269-94.5% |