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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $31,404 |
Service code 99 · EIN 20-4751585 | Other Fees | $23,752 |
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 | $98,213 | $65,322+50.4% | $70,449+39.4% | $73,488+33.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 4.91% | 15.71%-10.8pp | 109.03%-104.1pp | 28.51%-23.6pp |
| Employer contribution / active EE | $6,322 | $2,460+157.0% | $2,737+131.0% | $2,270+178.5% |
| Participant deferral / active EE | $5,027 | $3,375+48.9% | $3,709+35.5% | $3,740+34.4% |
| Admin fee / account holder | $111 | $214-48.4% | $3,845-97.1% | $513-78.5% |