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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $30,478 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $13,492 |
CARROLL CONSULTANTS, LTD1 year Service code 13 · EIN 23-2784936 | Contract Administrator | $5,739 |
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 | $117,191 | $57,976+102.1% | $62,995+86.0% | $62,292+88.1% |
| Participation rate | 85.3% | 75.9%+9.3pp | 74.8%+10.5pp | 69.5%+15.8pp |
| Annual return | 10.67% | 17.54%-6.9pp | 87.57%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $4,579 | $2,415+89.6% | $2,759+66.0% | $2,042+124.2% |
| Participant deferral / active EE | $5,842 | $2,956+97.6% | $3,329+75.5% | $3,169+84.3% |
| Admin fee / account holder | $119 | $276-56.8% | $3,600-96.7% | $479-75.1% |