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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $53,547 |
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 | $52,473 | $95,542-45.1% | $69,455-24.5% | $67,579-22.4% |
| Participation rate | 98.8% | 79.4%+19.4pp | 74.6%+24.2pp | 71.3%+27.5pp |
| Annual return | 18.79% | 17.67%+1.1pp | 28.97%-10.2pp | 378.56%-359.8pp |
| Employer contribution / active EE | $2,602 | $2,989-12.9% | $2,779-6.4% | $2,148+21.2% |
| Participant deferral / active EE | $4,462 | $3,263+36.8% | $3,535+26.2% | $3,539+26.1% |
| Admin fee / account holder | $47 | $90-47.2% | $3,839-98.8% | $142-66.7% |