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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $275 |
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 | $68,823 | $85,199-19.2% | $57,179+20.4% | $63,975+7.6% |
| Participation rate | 37.1% | 74.0%-37.0pp | 75.3%-38.3pp | 71.1%-34.1pp |
| Annual return | 6.53% | 10.43%-3.9pp | 14.59%-8.1pp | 48.65%-42.1pp |
| Employer contribution / active EE | $1,824 | $3,446-47.1% | $2,682-32.0% | $2,182-16.4% |
| Participant deferral / active EE | $890 | $3,109-71.4% | $3,096-71.2% | $3,356-73.5% |
| Admin fee / account holder | $0 | $39-99.6% | $3,139-100.0% | $70-99.8% |