Filed August 30, 2005
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 & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,562 | $53,901+51.3% | $134,143-39.2% | $73,488+11.0% |
| Participation rate | 52.1% | 62.8%-10.7pp | 72.2%-20.0pp | 70.7%-18.5pp |
| Annual return | 4.03% | 15.82%-11.8pp | 36.33%-32.3pp | 28.51%-24.5pp |
| Employer contribution / active EE | $2,742 | $1,458+88.0% | $3,704-26.0% | $2,270+20.8% |
| Participant deferral / active EE | $4,180 | $2,739+52.6% | $3,499+19.5% | $3,740+11.8% |
| Admin fee / account holder | $5 | $581-99.2% | $6,684-99.9% | $513-99.1% |