Filed September 14, 1992
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 & ANNUNITY Service code 13 · EIN 13-1624203 | Contract Administrator | $5,971 |
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 | $56,137 | $56,095+0.1% | $178,490-68.5% | $90,288-37.8% |
| Participation rate | 99.4% | 65.6%+33.8pp | 81.9%+17.4pp | 73.4%+26.0pp |
| Annual return | 15.70% | 28.81%-13.1pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,889 | $1,572+20.1% | $5,011-62.3% | $2,524-25.2% |
| Participant deferral / active EE | $4,433 | $2,669+66.1% | $5,202-14.8% | $4,232+4.7% |
| Admin fee / account holder | $43 | $101-57.1% | $13,984-99.7% | $114-62.2% |