Filed November 18, 2015
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 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $9,846 |
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 | $35,708 | $65,557-45.5% | $64,056-44.3% | $71,457-50.0% |
| Participation rate | 94.1% | 73.2%+20.9pp | 72.3%+21.8pp | 67.9%+26.1pp |
| Annual return | 14.23% | 18.94%-4.7pp | 33.69%-19.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,964 | $2,669-26.4% | $2,747-28.5% | $2,588-24.1% |
| Participant deferral / active EE | $2,838 | $3,626-21.7% | $3,880-26.9% | $4,289-33.8% |
| Admin fee / account holder | $50 | $616-91.9% | $3,068-98.4% | $1,587-96.9% |