Filed May 17, 2016 (most recent of 5 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $18,942 |
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 | $95,336 | $84,948+12.2% | $70,449+35.3% | $73,409+29.9% |
| Participation rate | 87.0% | 79.9%+7.1pp | 75.1%+12.0pp | 72.2%+14.9pp |
| Annual return | 14.87% | 13.39%+1.5pp | 109.03%-94.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,818 | $2,834-0.5% | $2,737+3.0% | $2,234+26.2% |
| Participant deferral / active EE | $3,328 | $3,387-1.7% | $3,709-10.3% | $3,805-12.5% |
| Admin fee / account holder | $44 | $98-55.3% | $3,845-98.9% | $158-72.2% |