Filed August 2, 2013 (most recent of 2 filings on file)
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 AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $30,505 |
Service code 27 · EIN 43-1889313 11300 TOMAHAWK CRK PKWY STE 190 · LEAWOOD, KS 662112670 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,392 | $67,984+63.8% | $65,493+70.1% | $74,304+49.9% |
| Participation rate | 97.7% | 66.3%+31.4pp | 73.1%+24.7pp | 60.3%+37.4pp |
| Annual return | 13.68% | 19.87%-6.2pp | 982.45%-968.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $3,090 | $2,491+24.0% | $2,574+20.0% | $2,241+37.9% |
| Participant deferral / active EE | $5,069 | $3,346+51.5% | $3,961+28.0% | $3,767+34.6% |
| Admin fee / account holder | $198 | $1,373-85.6% | $5,028-96.1% | $2,969-93.3% |