Filed December 2, 1996
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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $56,117 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,627 | $96,018+17.3% | $65,493+72.0% | $85,563+31.6% |
| Participation rate | 74.1% | 74.8%-0.7pp | 73.1%+1.0pp | 66.0%+8.1pp |
| Annual return | 11.79% | 14.51%-2.7pp | 982.45%-970.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,604 | $4,055+87.5% | $3,961+92.0% | $4,375+73.8% |
| Admin fee / account holder | $46 | $271-82.9% | $5,028-99.1% | $834-94.5% |