Filed January 24, 2014 (most recent of 7 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 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Bank Trustee | $16,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,699 | $69,763+117.4% | $67,502+124.7% | $74,495+103.6% |
| Participation rate | 97.5% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 12.32% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,377 | $2,704+61.9% | $2,731+60.3% | $2,623+66.9% |
| Participant deferral / active EE | $4,925 | $3,636+35.4% | $4,000+23.1% | $4,346+13.3% |
| Admin fee / account holder | $37 | $896-95.9% | $3,998-99.1% | $1,942-98.1% |