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 |
|---|---|---|
TIAA3 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 | $21,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,837 | $48,795+186.6% | $65,493+113.5% | $84,808+64.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.44% | 20.20%-6.8pp | 982.45%-969.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $11,190 | $1,930+479.9% | $2,574+334.7% | $2,631+325.3% |
| Participant deferral / active EE | $8,916 | $2,928+204.5% | $3,961+125.1% | $4,212+111.7% |
| Admin fee / account holder | $149 | $3,877-96.2% | $5,028-97.0% | $7,344-98.0% |