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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $7,072 |
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 | $63,166 | $79,124-20.2% | $60,874+3.8% | $64,808-2.5% |
| Participation rate | 22.1% | 77.7%-55.6pp | 73.1%-51.0pp | 71.5%-49.3pp |
| Annual return | -10.39% | -7.13%-3.3pp | 16.90%-27.3pp | 32.82%-43.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,039 | $3,725-72.1% | $3,817-72.8% | $4,310-75.9% |
| Admin fee / account holder | $28 | $106-73.6% | $3,224-99.1% | $188-85.2% |