Filed July 19, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $890 |
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 | $110,125 | $51,769+112.7% | $57,343+92.0% | $52,331+110.4% |
| Participation rate | 99.3% | 75.2%+24.1pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | 1.48% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,065 | $2,335-11.6% | $2,689-23.2% | $1,882+9.7% |
| Participant deferral / active EE | $3,352 | $2,794+20.0% | $3,162+6.0% | $3,022+10.9% |
| Admin fee / account holder | $5 | $295-98.3% | $3,356-99.8% | $592-99.1% |