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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $698 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,663 | $91,762+66.4% | $67,502+126.2% | $77,643+96.6% |
| Participation rate | 85.1% | 75.9%+9.2pp | 72.9%+12.2pp | 70.6%+14.5pp |
| Annual return | 12.57% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,668 | $3,181+15.3% | $2,731+34.3% | $2,726+34.6% |
| Participant deferral / active EE | $3,369 | $3,903-13.7% | $4,000-15.8% | $4,647-27.5% |
| Admin fee / account holder | $1 | $176-99.5% | $3,998-100.0% | $430-99.8% |