Filed February 13, 2015
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 15 · EIN 13-1624203 | Recordkeeping | $49,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,711 | $37,196-44.3% | $154,107-86.6% | $55,725-62.8% |
| Participation rate | 39.7% | 64.1%-24.4pp | 83.0%-43.4pp | 70.9%-31.2pp |
| Annual return | -2.10% | 1319.68%-1321.8pp | 735.12%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,230 | $2,068-40.5% | $5,081-75.8% | $3,356-63.3% |
| Admin fee / account holder | $72 | $102-29.5% | $13,411-99.5% | $115-37.8% |