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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 50 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Direct Payment | $8,682 |
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 | $71,307 | $74,552-4.4% | $62,995+13.2% | $69,631+2.4% |
| Participation rate | 93.9% | 78.3%+15.7pp | 74.8%+19.1pp | 70.7%+23.2pp |
| Annual return | 11.10% | 15.77%-4.7pp | 87.57%-76.5pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $1,461 | $2,929-50.1% | $2,759-47.0% | $2,032-28.1% |
| Participant deferral / active EE | $1,760 | $2,974-40.8% | $3,329-47.1% | $3,224-45.4% |
| Admin fee / account holder | $60 | $59+1.4% | $3,600-98.3% | $110-45.5% |