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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $27,229 |
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 | $104,283 | $94,833+10.0% | $75,696+37.8% | $86,799+20.1% |
| Participation rate | 90.3% | 79.1%+11.2pp | 74.8%+15.5pp | 72.3%+18.0pp |
| Annual return | 13.73% | 16.91%-3.2pp | 104.53%-90.8pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,943 | $2,904+1.3% | $2,743+7.3% | $2,405+22.3% |
| Participant deferral / active EE | $3,676 | $3,632+1.2% | $3,821-3.8% | $4,131-11.0% |
| Admin fee / account holder | $61 | $109-43.5% | $3,619-98.3% | $170-63.8% |