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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,050 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,570 | $83,884+67.6% | $64,056+119.4% | $74,419+88.9% |
| Participation rate | 89.4% | 76.6%+12.8pp | 72.3%+17.1pp | 70.7%+18.7pp |
| Annual return | 15.34% | 16.57%-1.2pp | 33.69%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,470 | $3,084+12.5% | $2,747+26.4% | $2,637+31.6% |
| Participant deferral / active EE | $3,178 | $3,692-13.9% | $3,880-18.1% | $4,528-29.8% |
| Admin fee / account holder | $1 | $196-99.4% | $3,068-100.0% | $348-99.7% |