Filed May 15, 2013 (most recent of 2 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+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $21,136 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $19,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,292 | $52,467+114.0% | $57,179+96.4% | $55,167+103.6% |
| Participation rate | 84.2% | 75.8%+8.3pp | 75.3%+8.8pp | 69.0%+15.2pp |
| Annual return | 1.38% | 7.72%-6.3pp | 14.59%-13.2pp | 169.23%-167.8pp |
| Employer contribution / active EE | $4,200 | $2,477+69.5% | $2,682+56.6% | $1,963+114.0% |
| Participant deferral / active EE | $5,438 | $2,830+92.2% | $3,096+75.7% | $3,054+78.1% |
| Admin fee / account holder | $98 | $269-63.4% | $3,139-96.9% | $504-80.5% |