Filed July 31, 2015 (most recent of 2 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+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $38,547 |
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 | $21,092 | $36,916-42.9% | $156,549-86.5% | $57,658-63.4% |
| Participation rate | 86.2% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | 195.02% | 12.38%+182.6pp | 32.23%+162.8pp | 5.13%+189.9pp |
| Employer contribution / active EE | $2,451 | $1,571+56.0% | $5,501-55.4% | $1,974+24.2% |
| Participant deferral / active EE | $1,617 | $1,926-16.0% | $4,871-66.8% | $3,061-47.2% |
| Admin fee / account holder | $73 | $82-11.5% | $13,027-99.4% | $95-22.7% |