Filed September 13, 2024 (most recent of 3 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 INS & ANNUITY ASSOC Service code 50 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Direct Payment | $11,444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,773 | $68,408-2.4% | $57,179+16.8% | $57,658+15.8% |
| Participation rate | 95.1% | 79.1%+16.0pp | 75.3%+19.8pp | 70.2%+24.9pp |
| Annual return | 1.33% | 8.51%-7.2pp | 14.59%-13.3pp | 5.13%-3.8pp |
| Employer contribution / active EE | $1,508 | $2,869-47.5% | $2,682-43.8% | $1,974-23.6% |
| Participant deferral / active EE | $1,744 | $2,903-39.9% | $3,096-43.7% | $3,061-43.0% |
| Admin fee / account holder | $29 | $70-58.8% | $3,139-99.1% | $95-69.6% |