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 | $38,407 |
TIAA4+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $28,388 |
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 | $94,776 | $60,795+55.9% | $69,455+36.5% | $65,185+45.4% |
| Participation rate | 99.6% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.4pp |
| Annual return | 7.08% | 17.46%-10.4pp | 28.97%-21.9pp | 29.38%-22.3pp |
| Employer contribution / active EE | $5,878 | $2,452+139.7% | $2,779+111.5% | $2,177+170.1% |
| Participant deferral / active EE | $4,496 | $3,162+42.2% | $3,535+27.2% | $3,514+27.9% |
| Admin fee / account holder | $137 | $314-56.5% | $3,839-96.4% | $847-83.9% |