Filed September 16, 2011 (most recent of 4 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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $163,049 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,288 | $47,722+204.4% | $82,719+75.6% | $64,808+124.2% |
| Participation rate | 96.6% | 67.6%+29.0pp | 72.6%+24.1pp | 71.5%+25.2pp |
| Annual return | -13.40% | -13.05%-0.4pp | 701.18%-714.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $10,790 | $2,179+395.2% | $3,009+258.6% | $2,506+330.6% |
| Participant deferral / active EE | $9,369 | $3,329+181.4% | $4,395+113.2% | $4,310+117.4% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |