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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $9,804 |
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 | $85,082 | $91,762-7.3% | $67,502+26.0% | $77,643+9.6% |
| Participation rate | 18.9% | 75.9%-57.0pp | 72.9%-54.0pp | 70.6%-51.7pp |
| Annual return | 13.66% | 14.87%-1.2pp | 3512.12%-3498.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,079 | $3,903-72.4% | $4,000-73.0% | $4,647-76.8% |
| Admin fee / account holder | $41 | $176-77.0% | $3,998-99.0% | $430-90.6% |