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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $92,260 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,332 |
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 | $168,063 | $52,208+221.9% | $86,612+94.0% | $74,419+125.8% |
| Participation rate | 96.1% | 66.3%+29.8pp | 71.7%+24.4pp | 70.7%+25.4pp |
| Annual return | 17.19% | 44.46%-27.3pp | 591.07%-573.9pp | 34.38%-17.2pp |
| Employer contribution / active EE | $11,076 | $2,282+385.3% | $3,022+266.4% | $2,637+319.9% |
| Participant deferral / active EE | $9,904 | $3,383+192.8% | $4,438+123.2% | $4,528+118.7% |
| Admin fee / account holder | $0 | $319-100.0% | $5,614-100.0% | $348-100.0% |