Filed April 3, 2025
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 INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $2,108 |
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 | $74,594 | $105,581-29.3% | $70,449+5.9% | $90,288-17.4% |
| Participation rate | 99.9% | 77.5%+22.4pp | 75.1%+24.8pp | 73.4%+26.5pp |
| Annual return | 19.21% | 14.78%+4.4pp | 109.03%-89.8pp | 53.97%-34.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,336 | $3,813+92.4% | $3,709+97.8% | $4,232+73.3% |
| Admin fee / account holder | $58 | $68-14.4% | $3,845-98.5% | $114-49.3% |