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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $59,792 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $10,550 |
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 | $56,096 | $84,948-34.0% | $70,449-20.4% | $73,409-23.6% |
| Participation rate | 99.7% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 11.62% | 13.39%-1.8pp | 109.03%-97.4pp | 59.29%-47.7pp |
| Employer contribution / active EE | $2,778 | $2,834-2.0% | $2,737+1.5% | $2,234+24.4% |
| Participant deferral / active EE | $4,799 | $3,387+41.7% | $3,709+29.4% | $3,805+26.1% |
| Admin fee / account holder | $63 | $98-36.0% | $3,845-98.4% | $158-60.2% |