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-TCHRS INS AND ANNTY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $9,654 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $63,468 | $52,467+21.0% | $57,179+11.0% | $55,167+15.0% |
| Participation rate | 74.4% | 75.8%-1.4pp | 75.3%-0.9pp | 69.0%+5.4pp |
| Annual return | 6.46% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,227 | $2,477-10.1% | $2,682-17.0% | $1,963+13.5% |
| Participant deferral / active EE | $2,794 | $2,830-1.3% | $3,096-9.7% | $3,054-8.5% |
| Admin fee / account holder | $23 | $269-91.6% | $3,139-99.3% | $504-95.5% |