Filed July 2, 2019 (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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $9 |
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 | $83,670 | $68,408+22.3% | $57,179+46.3% | $57,658+45.1% |
| Participation rate | 99.4% | 79.1%+20.2pp | 75.3%+24.0pp | 70.2%+29.2pp |
| Annual return | 6.72% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,275 | $2,869+14.2% | $2,682+22.1% | $1,974+65.9% |
| Participant deferral / active EE | $5,070 | $2,903+74.6% | $3,096+63.8% | $3,061+65.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |