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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $266 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,634 | $79,124+61.3% | $60,874+109.7% | $64,808+96.9% |
| Participation rate | 92.8% | 77.7%+15.1pp | 73.1%+19.7pp | 71.5%+21.3pp |
| Annual return | -12.92% | -7.13%-5.8pp | 16.90%-29.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,346 | $3,050+9.7% | $2,701+23.8% | $2,506+33.5% |
| Participant deferral / active EE | $3,202 | $3,725-14.0% | $3,817-16.1% | $4,310-25.7% |
| Admin fee / account holder | $0 | $106-99.6% | $3,224-100.0% | $188-99.8% |