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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $95,893 |
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 | $260,273 | $120,057+116.8% | $75,696+243.8% | $93,030+179.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 11.96% | 19.62%-7.7pp | 104.53%-92.6pp | 158.70%-146.7pp |
| Employer contribution / active EE | $18,037 | $3,253+454.5% | $2,743+557.7% | $2,706+566.6% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $11 | $81-85.9% | $3,619-99.7% | $152-92.5% |