See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $5,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,058 | $57,976-36.1% | $62,995-41.2% | $62,292-40.5% |
| Participation rate | 51.0% | 75.9%-25.0pp | 74.8%-23.8pp | 69.5%-18.6pp |
| Annual return | 13.86% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $853 | $2,415-64.7% | $2,759-69.1% | $2,042-58.2% |
| Participant deferral / active EE | $2,035 | $2,956-31.2% | $3,329-38.9% | $3,169-35.8% |
| Admin fee / account holder | $34 | $276-87.6% | $3,600-99.1% | $479-92.9% |