Filed June 13, 2016 (most recent of 5 filings on file)
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 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $404,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,685 | $83,057-51.0% | $143,757-71.7% | $89,394-54.5% |
| Participation rate | 97.6% | 74.0%+23.6pp | 80.3%+17.3pp | 71.3%+26.3pp |
| Annual return | -13.07% | -13.97%+0.9pp | -0.04%-13.0pp | -11.89%-1.2pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $4,923 | $4,281+15.0% | $5,637-12.7% | $5,123-3.9% |
| Admin fee / account holder | $0 | $83-100.0% | $14,673-100.0% | $79-100.0% |