Filed November 14, 2013 (most recent of 2 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $8,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,329 | $58,264-49.7% | $86,612-66.1% | $71,457-59.0% |
| Participation rate | 95.4% | 65.0%+30.4pp | 71.7%+23.7pp | 67.9%+27.5pp |
| Annual return | 22.15% | 21.63%+0.5pp | 591.07%-568.9pp | 28.85%-6.7pp |
| Employer contribution / active EE | $1,605 | $2,574-37.6% | $3,022-46.9% | $2,588-38.0% |
| Participant deferral / active EE | $3,656 | $3,436+6.4% | $4,438-17.6% | $4,289-14.8% |
| Admin fee / account holder | $46 | $1,057-95.7% | $5,614-99.2% | $1,587-97.1% |