Filed January 28, 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+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $17,363 |
Annual investment return 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 | $85,351 | $52,467+62.7% | $57,179+49.3% | $55,167+54.7% |
| Participation rate | 89.6% | 75.8%+13.7pp | 75.3%+14.2pp | 69.0%+20.6pp |
| Annual return | 0.52% | 7.72%-7.2pp | 14.59%-14.1pp | 169.23%-168.7pp |
| Employer contribution / active EE | $5,879 | $2,477+137.3% | $2,682+119.2% | $1,963+199.6% |
| Participant deferral / active EE | $4,253 | $2,830+50.3% | $3,096+37.4% | $3,054+39.3% |
| Admin fee / account holder | $40 | $269-85.1% | $3,139-98.7% | $504-92.0% |