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 |
|---|---|---|
TIAA4+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $6,449 |
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 | $35,932 | $55,002-34.7% | $59,878-40.0% | $56,287-36.2% |
| Participation rate | 54.4% | 75.9%-21.5pp | 74.7%-20.3pp | 69.9%-15.5pp |
| Annual return | -3.43% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,059 | $2,448-56.7% | $2,722-61.1% | $2,111-49.8% |
| Participant deferral / active EE | $2,272 | $3,121-27.2% | $3,402-33.2% | $3,350-32.2% |
| Admin fee / account holder | $37 | $236-84.1% | $3,590-99.0% | $521-92.8% |