Filed November 11, 1
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 INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $151 |
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 | $57,736 | $67,166-14.0% | $57,343+0.7% | $55,191+4.6% |
| Participation rate | 99.0% | 77.7%+21.3pp | 75.1%+23.9pp | 69.2%+29.9pp |
| Annual return | 1.47% | 4.22%-2.7pp | 24.39%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,654 | $2,812-5.6% | $2,689-1.3% | $1,899+39.8% |
| Participant deferral / active EE | $4,417 | $2,835+55.8% | $3,162+39.7% | $3,046+45.0% |
| Admin fee / account holder | $5 | $44-89.0% | $3,356-99.9% | $91-94.7% |