Filed April 8, 2010 (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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $440 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,160 | $155,795-28.6% | $136,294-18.4% | $69,631+59.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 15.56% | 232464.33%-232448.8pp | 5155.94%-5140.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $7,169 | $2,991+139.7% | $4,695+52.7% | $2,032+252.8% |
| Participant deferral / active EE | $7,076 | $5,394+31.2% | $6,247+13.3% | $3,224+119.5% |
| Admin fee / account holder | $4 | $128-97.0% | $9,243-100.0% | $110-96.5% |