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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $12,243 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,220 | $74,552-0.4% | $62,995+17.8% | $69,631+6.6% |
| Participation rate | 93.0% | 78.3%+14.7pp | 74.8%+18.2pp | 70.7%+22.3pp |
| Annual return | 14.93% | 15.77%-0.8pp | 87.57%-72.6pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $760 | $2,929-74.1% | $2,759-72.5% | $2,032-62.6% |
| Participant deferral / active EE | $3,561 | $2,974+19.7% | $3,329+7.0% | $3,224+10.5% |
| Admin fee / account holder | $22 | $59-62.5% | $3,600-99.4% | $110-79.8% |