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 ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $387,080 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,574 | $114,884-45.5% | $60,874+2.8% | $89,394-30.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 73.1%+26.9pp | 71.3%+28.7pp |
| Annual return | -14.57% | -13.42%-1.1pp | 16.90%-31.5pp | -11.89%-2.7pp |
| Employer contribution / active EE | $7,526 | $5,609+34.2% | $2,701+178.6% | $3,022+149.1% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $3,817-100.0% | $5,123-100.0% |
| Admin fee / account holder | $17 | $37-55.3% | $3,224-99.5% | $79-79.0% |