Filed March 30, 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 & ANNUNITY Service code 13 · EIN 13-1624203 | Contract Administrator | $5,351 |
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 | $57,521 | $56,095+2.5% | $178,490-67.8% | $90,288-36.3% |
| Participation rate | 99.5% | 65.6%+34.0pp | 81.9%+17.6pp | 73.4%+26.2pp |
| Annual return | 16.86% | 28.81%-12.0pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $2,905 | $1,572+84.7% | $5,011-42.0% | $2,524+15.1% |
| Participant deferral / active EE | $3,901 | $2,669+46.2% | $5,202-25.0% | $4,232-7.8% |
| Admin fee / account holder | $51 | $101-49.6% | $13,984-99.6% | $114-55.5% |