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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $384 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,884 | $94,833+63.3% | $75,696+104.6% | $86,799+78.4% |
| Participation rate | 95.9% | 79.1%+16.8pp | 74.8%+21.1pp | 72.3%+23.6pp |
| Annual return | 13.09% | 16.91%-3.8pp | 104.53%-91.4pp | 97.91%-84.8pp |
| Employer contribution / active EE | $2,130 | $2,904-26.7% | $2,743-22.4% | $2,405-11.5% |
| Participant deferral / active EE | $3,473 | $3,632-4.4% | $3,821-9.1% | $4,131-15.9% |
| Admin fee / account holder | $1 | $109-99.4% | $3,619-100.0% | $170-99.6% |