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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $26,471 |
Service code 99 · EIN 20-4751585 | Other Fees | $7,262 |
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 | $96,699 | $55,002+75.8% | $59,878+61.5% | $56,287+71.8% |
| Participation rate | 97.5% | 75.9%+21.6pp | 74.7%+22.8pp | 69.9%+27.7pp |
| Annual return | 8.81% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $6,385 | $2,448+160.8% | $2,722+134.6% | $2,111+202.5% |
| Participant deferral / active EE | $4,735 | $3,121+51.7% | $3,402+39.2% | $3,350+41.4% |
| Admin fee / account holder | $72 | $236-69.3% | $3,590-98.0% | $521-86.1% |