Filed January 4, 2018 (most recent of 3 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 Service code 15 · EIN 13-1624203 | Recordkeeping | $1,164 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $4 |
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 | $144,633 | $84,948+70.3% | $70,449+105.3% | $73,409+97.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.79% | 13.39%-0.6pp | 109.03%-96.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $3,470 | $2,834+22.4% | $2,737+26.8% | $2,234+55.4% |
| Participant deferral / active EE | $3,299 | $3,387-2.6% | $3,709-11.1% | $3,805-13.3% |
| Admin fee / account holder | $1 | $98-98.9% | $3,845-100.0% | $158-99.3% |