Filed November 14, 2019
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 |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $168 |
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 | $62,887 | $57,976+8.5% | $62,995-0.2% | $62,292+1.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.58% | 17.54%-2.0pp | 87.57%-72.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,445 | $2,415+84.1% | $2,759+61.1% | $2,042+117.6% |
| Participant deferral / active EE | $4,406 | $2,956+49.1% | $3,329+32.3% | $3,169+39.0% |
| Admin fee / account holder | $0 | $276-99.8% | $3,600-100.0% | $479-99.9% |