Filed April 17, 2025 (most recent of 11 filings on file)
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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $3,282 |
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 | $65,897 | $57,976+13.7% | $62,995+4.6% | $62,292+5.8% |
| Participation rate | 75.8% | 75.9%-0.1pp | 74.8%+1.0pp | 69.5%+6.3pp |
| Annual return | 15.06% | 17.54%-2.5pp | 87.57%-72.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,990 | $2,415+23.8% | $2,759+8.4% | $2,042+46.4% |
| Participant deferral / active EE | $3,066 | $2,956+3.7% | $3,329-7.9% | $3,169-3.2% |
| Admin fee / account holder | $10 | $276-96.4% | $3,600-99.7% | $479-98.0% |