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 |
|---|---|---|
Filed as: TEACHERS INS & ANNUITY ASSOC OF AME Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator; Direct paymen... | $606 |
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 | $116,569 | $73,102+59.5% | $123,544-5.6% | $56,287+107.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.70% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $10,950 | $2,977+267.8% | $4,628+136.6% | $2,111+418.7% |
| Participant deferral / active EE | $5,433 | $5,423+0.2% | $6,426-15.4% | $3,350+62.2% |
| Admin fee / account holder | $4 | $554-99.4% | $9,284-100.0% | $521-99.3% |