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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $39,254 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $23,616 |
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 | $123,954 | $55,002+125.4% | $59,878+107.0% | $56,287+120.2% |
| Participation rate | 88.2% | 75.9%+12.3pp | 74.7%+13.5pp | 69.9%+18.4pp |
| Annual return | 8.19% | 1.13%+7.1pp | 3.46%+4.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $4,649 | $2,448+89.9% | $2,722+70.8% | $2,111+120.2% |
| Participant deferral / active EE | $5,959 | $3,121+90.9% | $3,402+75.2% | $3,350+77.9% |
| Admin fee / account holder | $129 | $236-45.3% | $3,590-96.4% | $521-75.3% |