Filed January 20, 2014 (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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $8,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,767 | $68,408+0.5% | $57,179+20.3% | $57,658+19.3% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.3%+16.0pp | 70.2%+21.1pp |
| Annual return | 6.38% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $762 | $2,869-73.4% | $2,682-71.6% | $1,974-61.4% |
| Participant deferral / active EE | $3,337 | $2,903+14.9% | $3,096+7.8% | $3,061+9.0% |
| Admin fee / account holder | $40 | $70-42.8% | $3,139-98.7% | $95-57.9% |