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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $511,926 |
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 | $137,434 | $74,933+83.4% | $154,803-11.2% | $117,739+16.7% |
| Participation rate | 97.1% | 64.5%+32.6pp | 78.1%+19.0pp | 76.6%+20.5pp |
| Annual return | 17.20% | 17.34%-0.1pp | 58.88%-41.7pp | 17.29%-0.1pp |
| Employer contribution / active EE | $7,049 | $2,316+204.4% | $4,305+63.7% | $3,746+88.2% |
| Participant deferral / active EE | $7,599 | $3,942+92.8% | $5,540+37.2% | $6,128+24.0% |
| Admin fee / account holder | $43 | $129-66.9% | $14,329-99.7% | $112-61.8% |