Filed April 24, 2023
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 INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $11,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,439 | $47,126-22.7% | $149,673-75.7% | $74,419-51.0% |
| Participation rate | 86.9% | 63.4%+23.5pp | 78.8%+8.2pp | 70.7%+16.2pp |
| Annual return | 16.70% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,047 | $1,905-45.0% | $4,818-78.3% | $2,637-60.3% |
| Participant deferral / active EE | $5,074 | $2,728+86.0% | $5,680-10.7% | $4,528+12.0% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.3% |