Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $999,454 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,120 | $133,493-34.0% | $64,056+37.6% | $96,393-8.6% |
| Participation rate | 91.9% | 69.3%+22.5pp | 72.3%+19.5pp | 71.3%+20.6pp |
| Annual return | 15.99% | 17.06%-1.1pp | 33.69%-17.7pp | 22.88%-6.9pp |
| Employer contribution / active EE | $3,519 | $6,233-43.5% | $2,747+28.1% | $3,238+8.7% |
| Participant deferral / active EE | $4,551 | $5,097-10.7% | $3,880+17.3% | $5,455-16.6% |
| Admin fee / account holder | $0 | $34-100.0% | $3,068-100.0% | $74-100.0% |