Filed July 24, 2001
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 INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $17,126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,363 | $52,467+34.1% | $57,179+23.1% | $55,167+27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.47% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,459 | $2,477+39.6% | $2,682+28.9% | $1,963+76.2% |
| Participant deferral / active EE | $5,357 | $2,830+89.3% | $3,096+73.0% | $3,054+75.4% |
| Admin fee / account holder | $31 | $269-88.5% | $3,139-99.0% | $504-93.9% |