Filed August 21, 2009
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 INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,442 |
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 | $49,078 | $68,408-28.3% | $57,179-14.2% | $57,658-14.9% |
| Participation rate | 98.3% | 79.1%+19.1pp | 75.3%+22.9pp | 70.2%+28.1pp |
| Annual return | 5.73% | 8.51%-2.8pp | 14.59%-8.9pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,618 | $2,869+26.1% | $2,682+34.9% | $1,974+83.3% |
| Participant deferral / active EE | $2,410 | $2,903-17.0% | $3,096-22.2% | $3,061-21.3% |
| Admin fee / account holder | $2 | $70-97.2% | $3,139-99.9% | $95-98.0% |