Filed August 14, 2013
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 INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 10017 | Recordkeeping | $19,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,326 | $60,323-16.6% | $81,812-38.5% | $74,495-32.4% |
| Participation rate | 99.2% | 62.9%+36.3pp | 72.3%+26.8pp | 67.2%+32.0pp |
| Annual return | 16.54% | 16.90%-0.4pp | 773.79%-757.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,653 | $2,620+39.4% | $2,912+25.4% | $2,623+39.3% |
| Participant deferral / active EE | $5,581 | $3,387+64.7% | $4,319+29.2% | $4,346+28.4% |
| Admin fee / account holder | $51 | $1,486-96.6% | $7,386-99.3% | $1,942-97.4% |