Filed April 4, 2011
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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $96,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,827 | $96,018+79.0% | $65,493+162.4% | $85,563+100.8% |
| Participation rate | 93.7% | 74.8%+18.9pp | 73.1%+20.6pp | 66.0%+27.7pp |
| Annual return | 12.44% | 14.51%-2.1pp | 982.45%-970.0pp | 31.51%-19.1pp |
| Employer contribution / active EE | $7,913 | $3,235+144.6% | $2,574+207.4% | $2,654+198.2% |
| Participant deferral / active EE | $11,491 | $4,055+183.4% | $3,961+190.1% | $4,375+162.6% |
| Admin fee / account holder | $175 | $271-35.2% | $5,028-96.5% | $834-79.0% |