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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 | Insurance services | $16,143 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,719 | $91,762-21.8% | $67,502+6.2% | $77,643-7.6% |
| Participation rate | 88.8% | 75.9%+12.9pp | 72.9%+15.9pp | 70.6%+18.2pp |
| Annual return | 14.90% | 14.87%0pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,796 | $3,181+50.8% | $2,731+75.6% | $2,726+76.0% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $27 | $176-84.6% | $3,998-99.3% | $430-93.7% |