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 |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $56,610 |
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 | $155,615 | $91,621+69.8% | $67,511+130.5% | $77,671+100.4% |
| Participation rate | 97.5% | 76.0%+21.5pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 11.85% | 14.87%-3.0pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $5,314 | $3,184+66.9% | $2,733+94.5% | $2,726+94.9% |
| Participant deferral / active EE | $5,567 | $3,906+42.5% | $4,000+39.2% | $4,648+19.8% |
| Admin fee / account holder | $85 | $176-51.7% | $3,999-97.9% | $430-80.2% |