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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $25,845 |
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 | $133,164 | $57,976+129.7% | $62,995+111.4% | $62,292+113.8% |
| Participation rate | 76.8% | 75.9%+0.8pp | 74.8%+2.0pp | 69.5%+7.3pp |
| Annual return | 19.46% | 17.54%+1.9pp | 87.57%-68.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $3,248 | $2,415+34.5% | $2,759+17.7% | $2,042+59.0% |
| Participant deferral / active EE | $4,446 | $2,956+50.4% | $3,329+33.5% | $3,169+40.3% |
| Admin fee / account holder | $142 | $276-48.5% | $3,600-96.1% | $479-70.4% |