Filed May 15, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERES INSURANCE AND ANNU Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Claims processing; Participant loan p... | $10,293 |
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 | $52,440 | $89,652-41.5% | $141,162-62.9% | $65,185-19.6% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.5%+13.1pp | 70.2%+25.3pp |
| Annual return | 24.60% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,727 | $5,691+18.2% | $6,709+0.3% | $3,514+91.4% |
| Admin fee / account holder | $43 | $569-92.4% | $10,261-99.6% | $847-94.9% |