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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $8,642 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,288 | $51,769-22.2% | $57,343-29.7% | $52,331-23.0% |
| Participation rate | 93.2% | 75.2%+18.0pp | 75.1%+18.1pp | 68.1%+25.1pp |
| Annual return | 1.70% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,963 | $2,335-15.9% | $2,689-27.0% | $1,882+4.3% |
| Participant deferral / active EE | $1,202 | $2,794-57.0% | $3,162-62.0% | $3,022-60.2% |
| Admin fee / account holder | $61 | $295-79.2% | $3,356-98.2% | $592-89.6% |