Filed June 20, 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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $673 |
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 | $73,005 | $37,213+96.2% | $156,549-53.4% | $63,975+14.1% |
| Participation rate | 91.0% | 65.0%+26.0pp | 84.0%+7.0pp | 71.1%+19.9pp |
| Annual return | 8.14% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $5,124 | $1,357+277.6% | $5,501-6.9% | $2,182+134.9% |
| Participant deferral / active EE | $4,417 | $2,070+113.4% | $4,871-9.3% | $3,356+31.6% |
| Admin fee / account holder | $0 | $56-99.7% | $13,027-100.0% | $70-99.8% |