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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $470,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,331 | $68,330-32.2% | $149,673-69.0% | $96,393-51.9% |
| Participation rate | 97.5% | 74.6%+22.9pp | 78.8%+18.7pp | 71.3%+26.2pp |
| Annual return | 17.38% | 29.64%-12.3pp | 134.42%-117.0pp | 22.88%-5.5pp |
| Employer contribution / active EE | $5,213 | $2,139+143.7% | $4,818+8.2% | $3,238+61.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $52-100.0% | $13,210-100.0% | $74-100.0% |