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/ANNUITY ASSOC Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other investment fees and expenses; F... | $607 |
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 | $44,577 | $45,382-1.8% | $154,107-71.1% | $75,289-40.8% |
| Participation rate | 94.3% | 65.9%+28.4pp | 83.0%+11.3pp | 72.4%+21.9pp |
| Annual return | -4.11% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,468 | $1,533+126.3% | $5,298-34.5% | $2,405+44.2% |
| Participant deferral / active EE | $4,284 | $2,384+79.7% | $5,081-15.7% | $3,739+14.6% |
| Admin fee / account holder | $0 | $89-99.6% | $13,411-100.0% | $102-99.6% |