Filed August 19, 2021 (most recent of 5 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $720,489 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,188 |
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 | $236,205 | $145,906+61.9% | $67,511+249.9% | $106,408+122.0% |
| Participation rate | 94.6% | 67.1%+27.4pp | 72.9%+21.7pp | 69.9%+24.7pp |
| Annual return | 12.93% | 15.10%-2.2pp | 3517.41%-3504.5pp | 17.37%-4.4pp |
| Employer contribution / active EE | $10,019 | $6,028+66.2% | $2,733+266.7% | $3,361+198.1% |
| Participant deferral / active EE | $9,227 | $5,093+81.2% | $4,000+130.7% | $5,567+65.8% |
| Admin fee / account holder | $31 | $38-16.8% | $3,999-99.2% | $79-60.2% |