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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $23,456 |
TWO WEST CAPITAL ADVISORS3 years Service code 49 · EIN 27-3055170 | Other Services | $21,306 |
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 | $38,883 | $55,002-29.3% | $59,878-35.1% | $56,287-30.9% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.7%+24.3pp | 69.9%+29.2pp |
| Annual return | -3.45% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,667 | $2,448+8.9% | $2,722-2.0% | $2,111+26.3% |
| Participant deferral / active EE | $3,375 | $3,121+8.1% | $3,402-0.8% | $3,350+0.8% |
| Admin fee / account holder | $73 | $236-69.2% | $3,590-98.0% | $521-86.1% |