Filed May 27, 2015
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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,652 | $46,553+161.3% | $64,056+89.9% | $75,163+61.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.67% | 26.03%-10.4pp | 33.69%-18.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $9,548 | $1,974+383.7% | $2,747+247.6% | $2,670+257.6% |
| Participant deferral / active EE | $7,537 | $2,837+165.7% | $3,880+94.3% | $4,125+82.7% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |