Filed April 1, 2016
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 year Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $5,841 |
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 | $45,356 | $52,467-13.6% | $57,179-20.7% | $55,167-17.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.14% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,427 | $2,477-2.0% | $2,682-9.5% | $1,963+23.7% |
| Participant deferral / active EE | $3,789 | $2,830+33.9% | $3,096+22.4% | $3,054+24.1% |
| Admin fee / account holder | $9 | $269-96.7% | $3,139-99.7% | $504-98.2% |