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 |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $7,806 |
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 | $42,128 | $60,795-30.7% | $69,455-39.3% | $65,185-35.4% |
| Participation rate | 51.0% | 74.9%-23.9pp | 74.6%-23.6pp | 70.2%-19.2pp |
| Annual return | 18.38% | 17.46%+0.9pp | 28.97%-10.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,642 | $2,452-33.0% | $2,779-40.9% | $2,177-24.6% |
| Participant deferral / active EE | $2,729 | $3,162-13.7% | $3,535-22.8% | $3,514-22.3% |
| Admin fee / account holder | $44 | $314-85.9% | $3,839-98.9% | $847-94.8% |