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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.
See the 3-year trajectory with Solo.
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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $7,517 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,169 | $53,136+45.2% | $155,509-50.4% | $199,593-61.3% |
| Participation rate | 79.8% | 64.1%+15.8pp | 78.2%+1.6pp | 72.0%+7.9pp |
| Annual return | 9.84% | 41.15%-31.3pp | 64.67%-54.8pp | 34.25%-24.4pp |
| Employer contribution / active EE | $12,826 | $1,851+592.9% | $4,672+174.5% | $3,034+322.7% |
| Participant deferral / active EE | $656 | $3,161-79.3% | $5,626-88.3% | $5,087-87.1% |
| Admin fee / account holder | $18 | $185-90.2% | $15,912-99.9% | $269-93.3% |