Filed January 19, 2017
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 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $9,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $71,382 | $94,833-24.7% | $75,696-5.7% | $86,799-17.8% |
| Participation rate | 22.1% | 79.1%-57.0pp | 74.8%-52.7pp | 72.3%-50.2pp |
| Annual return | 14.15% | 16.91%-2.8pp | 104.53%-90.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $933 | $3,632-74.3% | $3,821-75.6% | $4,131-77.4% |
| Admin fee / account holder | $38 | $109-64.7% | $3,619-98.9% | $170-77.4% |