Filed February 22, 2024
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-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $22,837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,891 | $52,467+128.5% | $57,179+109.7% | $55,167+117.3% |
| Participation rate | 88.3% | 75.8%+12.4pp | 75.3%+12.9pp | 69.0%+19.3pp |
| Annual return | 6.41% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,745 | $2,477+51.2% | $2,682+39.6% | $1,963+90.8% |
| Participant deferral / active EE | $5,468 | $2,830+93.2% | $3,096+76.6% | $3,054+79.0% |
| Admin fee / account holder | $138 | $269-48.6% | $3,139-95.6% | $504-72.5% |