Filed April 18, 2014
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $62,293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,123 | $96,018+86.6% | $65,493+173.5% | $85,563+109.3% |
| Participation rate | 96.9% | 74.8%+22.1pp | 73.1%+23.8pp | 66.0%+31.0pp |
| Annual return | 14.10% | 14.51%-0.4pp | 982.45%-968.3pp | 31.51%-17.4pp |
| Employer contribution / active EE | $4,896 | $3,235+51.4% | $2,574+90.2% | $2,654+84.5% |
| Participant deferral / active EE | $5,097 | $4,055+25.7% | $3,961+28.7% | $4,375+16.5% |
| Admin fee / account holder | $97 | $271-64.3% | $5,028-98.1% | $834-88.4% |