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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $7,831 |
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 | $72,754 | $83,884-13.3% | $64,056+13.6% | $74,419-2.2% |
| Participation rate | 20.7% | 76.6%-55.9pp | 72.3%-51.6pp | 70.7%-50.1pp |
| Annual return | 15.25% | 16.57%-1.3pp | 33.69%-18.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,031 | $3,692-72.1% | $3,880-73.4% | $4,528-77.2% |
| Admin fee / account holder | $31 | $196-84.2% | $3,068-99.0% | $348-91.1% |