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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $27,424 |
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 | $83,978 | $79,124+6.1% | $60,874+38.0% | $64,808+29.6% |
| Participation rate | 98.4% | 77.7%+20.7pp | 73.1%+25.3pp | 71.5%+27.0pp |
| Annual return | -14.16% | -7.13%-7.0pp | 16.90%-31.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,217 | $3,050+5.5% | $2,701+19.1% | $2,506+28.4% |
| Participant deferral / active EE | $4,135 | $3,725+11.0% | $3,817+8.3% | $4,310-4.1% |
| Admin fee / account holder | $58 | $106-45.1% | $3,224-98.2% | $188-69.1% |