Filed February 11, 2011 (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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $2,880 |
Service code 49 · EIN 27-3055170 | Other Services | $2,616 |
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 | $36,243 | $52,467-30.9% | $57,179-36.6% | $55,167-34.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.72% | 7.72%0pp | 14.59%-6.9pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,859 | $2,477-25.0% | $2,682-30.7% | $1,963-5.3% |
| Participant deferral / active EE | $2,898 | $2,830+2.4% | $3,096-6.4% | $3,054-5.1% |
| Admin fee / account holder | $10 | $269-96.4% | $3,139-99.7% | $504-98.1% |