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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $20,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,227 | $60,323-39.9% | $81,812-55.7% | $74,495-51.4% |
| Participation rate | 95.4% | 62.9%+32.5pp | 72.3%+23.0pp | 67.2%+28.2pp |
| Annual return | 23.43% | 16.90%+6.5pp | 773.79%-750.4pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,501 | $2,620-42.7% | $2,912-48.4% | $2,623-42.8% |
| Participant deferral / active EE | $4,225 | $3,387+24.7% | $4,319-2.2% | $4,346-2.8% |
| Admin fee / account holder | $100 | $1,486-93.3% | $7,386-98.6% | $1,942-94.9% |