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 |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $26,293 |
TIAA2+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $22,555 |
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 | $90,902 | $57,976+56.8% | $62,995+44.3% | $62,292+45.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.79% | 17.54%-5.7pp | 87.57%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $5,921 | $2,415+145.2% | $2,759+114.6% | $2,042+189.9% |
| Participant deferral / active EE | $4,467 | $2,956+51.1% | $3,329+34.2% | $3,169+41.0% |
| Admin fee / account holder | $50 | $276-82.0% | $3,600-98.6% | $479-89.7% |