Filed July 16, 2009
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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $42,185 |
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 | $151,960 | $91,762+65.6% | $67,502+125.1% | $77,643+95.7% |
| Participation rate | 74.5% | 75.9%-1.4pp | 72.9%+1.6pp | 70.6%+4.0pp |
| Annual return | 12.54% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $4,867 | $3,181+53.0% | $2,731+78.2% | $2,726+78.6% |
| Participant deferral / active EE | $2,448 | $3,903-37.3% | $4,000-38.8% | $4,647-47.3% |
| Admin fee / account holder | $39 | $176-77.6% | $3,998-99.0% | $430-90.8% |