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 10017 | Contract Administrator | $12,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,465 | $69,763-39.1% | $67,502-37.1% | $74,495-43.0% |
| Participation rate | 97.2% | 71.4%+25.9pp | 72.9%+24.3pp | 67.2%+30.0pp |
| Annual return | 17.52% | -40.34%+57.9pp | 3512.12%-3494.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,585 | $2,704-4.4% | $2,731-5.3% | $2,623-1.4% |
| Participant deferral / active EE | $3,178 | $3,636-12.6% | $4,000-20.5% | $4,346-26.9% |
| Admin fee / account holder | $65 | $896-92.8% | $3,998-98.4% | $1,942-96.7% |