Filed March 20, 2011 (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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $3,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,026 | $112,772-42.3% | $57,343+13.4% | $59,188+9.9% |
| Participation rate | 38.1% | 71.3%-33.2pp | 75.1%-36.9pp | 69.4%-31.3pp |
| Annual return | 1.77% | 0.85%+0.9pp | 24.39%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,895 | $3,400-44.3% | $2,689-29.5% | $2,098-9.7% |
| Participant deferral / active EE | $907 | $3,010-69.9% | $3,162-71.3% | $3,265-72.2% |
| Admin fee / account holder | $2 | $144-98.7% | $3,356-99.9% | $92-98.0% |