Filed January 20, 2014 (most recent of 3 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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Insurance services | $12,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,844 | $83,884-23.9% | $64,056-0.3% | $74,419-14.2% |
| Participation rate | 88.8% | 76.6%+12.2pp | 72.3%+16.5pp | 70.7%+18.1pp |
| Annual return | 18.29% | 16.57%+1.7pp | 33.69%-15.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,415 | $3,084+43.2% | $2,747+60.7% | $2,637+67.4% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $21 | $196-89.1% | $3,068-99.3% | $348-93.8% |