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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $41,522 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $19,520 |
THE CFARO GROUP1 year Service code 27 · EIN 20-1963865 | Advisory (Plan) | $7,250 |
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 | $127,257 | $60,795+109.3% | $69,455+83.2% | $65,185+95.2% |
| Participation rate | 94.0% | 74.9%+19.1pp | 74.6%+19.4pp | 70.2%+23.8pp |
| Annual return | 6.08% | 17.46%-11.4pp | 28.97%-22.9pp | 29.38%-23.3pp |
| Employer contribution / active EE | $5,006 | $2,452+104.2% | $2,779+80.1% | $2,177+130.0% |
| Participant deferral / active EE | $6,632 | $3,162+109.7% | $3,535+87.6% | $3,514+88.7% |
| Admin fee / account holder | $128 | $314-59.0% | $3,839-96.7% | $847-84.8% |