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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $72,690 |
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 | $74,877 | $105,179-28.8% | $64,056+16.9% | $80,160-6.6% |
| Participation rate | 83.1% | 73.5%+9.6pp | 72.3%+10.8pp | 72.9%+10.2pp |
| Annual return | 17.69% | 20.34%-2.6pp | 33.69%-16.0pp | 40.38%-22.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,862 | $4,020+70.7% | $3,880+76.9% | $5,017+36.8% |
| Admin fee / account holder | $2 | $113-98.5% | $3,068-99.9% | $145-98.9% |