Filed March 17, 2016 (most recent of 33 filings on file)
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 15 · EIN 13-1624203 | Recordkeeping | $40 |
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 | $50,653 | $49,270+2.8% | $156,549-67.6% | $329,111-84.6% |
| Participation rate | 90.5% | 68.1%+22.4pp | 84.0%+6.5pp | 67.9%+22.6pp |
| Annual return | 9.51% | 23.25%-13.7pp | 32.23%-22.7pp | 16.35%-6.8pp |
| Employer contribution / active EE | $1,133 | $1,534-26.2% | $5,501-79.4% | $2,303-50.8% |
| Participant deferral / active EE | $4,415 | $2,920+51.2% | $4,871-9.4% | $3,682+19.9% |
| Admin fee / account holder | $0 | $51-99.9% | $13,027-100.0% | $754-100.0% |