Filed November 3, 2021
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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,046 | $95,542-62.3% | $69,455-48.1% | $67,579-46.7% |
| Participation rate | 39.4% | 79.4%-40.0pp | 74.6%-35.2pp | 71.3%-31.9pp |
| Annual return | 17.34% | 17.67%-0.3pp | 28.97%-11.6pp | 378.56%-361.2pp |
| Employer contribution / active EE | $1,183 | $2,989-60.4% | $2,779-57.4% | $2,148-44.9% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $90-96.5% | $3,839-99.9% | $142-97.8% |