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 |
|---|---|---|
TIAA2 years 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 | $9,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,005 | $48,230+150.9% | $67,502+79.3% | $80,856+49.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.40% | 18.28%-6.9pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $11,316 | $2,020+460.3% | $2,731+314.4% | $2,755+310.8% |
| Participant deferral / active EE | $8,617 | $2,924+194.7% | $4,000+115.4% | $4,296+100.6% |
| Admin fee / account holder | $65 | $3,681-98.2% | $3,998-98.4% | $6,918-99.1% |