Filed June 3, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,297 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $2,930 |
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 | $94,907 | $95,542-0.7% | $69,455+36.6% | $67,579+40.4% |
| Participation rate | 85.4% | 79.4%+6.0pp | 74.6%+10.8pp | 71.3%+14.1pp |
| Annual return | 64.26% | 17.67%+46.6pp | 28.97%+35.3pp | 378.56%-314.3pp |
| Employer contribution / active EE | $2,768 | $2,989-7.4% | $2,779-0.4% | $2,148+28.9% |
| Participant deferral / active EE | $3,816 | $3,263+17.0% | $3,535+7.9% | $3,539+7.8% |
| Admin fee / account holder | $36 | $90-60.3% | $3,839-99.1% | $142-75.0% |