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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $530,301 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,312 | $145,906-12.1% | $67,511+90.1% | $106,408+20.6% |
| Participation rate | 77.7% | 67.1%+10.6pp | 72.9%+4.8pp | 69.9%+7.8pp |
| Annual return | 14.41% | 15.10%-0.7pp | 3517.41%-3503.0pp | 17.37%-3.0pp |
| Employer contribution / active EE | $102 | $6,028-98.3% | $2,733-96.3% | $3,361-97.0% |
| Participant deferral / active EE | $8,141 | $5,093+59.9% | $4,000+103.5% | $5,567+46.2% |
| Admin fee / account holder | $15 | $38-60.6% | $3,999-99.6% | $79-81.2% |