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 |
|---|---|---|
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $13,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,137 | $67,984-27.7% | $65,493-25.0% | $74,304-33.9% |
| Participation rate | 96.5% | 66.3%+30.1pp | 73.1%+23.4pp | 60.3%+36.1pp |
| Annual return | 12.52% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,644 | $2,491+6.1% | $2,574+2.7% | $2,241+18.0% |
| Participant deferral / active EE | $3,261 | $3,346-2.6% | $3,961-17.7% | $3,767-13.4% |
| Admin fee / account holder | $67 | $1,373-95.1% | $5,028-98.7% | $2,969-97.7% |