Filed December 19, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TIAA9 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $106,410 |
Service code 10 · EIN 13-4008324 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $69,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,967 | $113,293+155.9% | $67,502+329.6% | $199,593+45.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 11.98% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $20,809 | $3,401+511.9% | $2,731+662.0% | $3,034+585.8% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $21 | $103-79.1% | $3,998-99.5% | $269-92.0% |