Filed July 29, 2010
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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,671 | $48,230+61.0% | $67,502+15.1% | $80,856-3.9% |
| Participation rate | 98.7% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.1pp |
| Annual return | 14.23% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,171 | $2,020+57.0% | $2,731+16.1% | $2,755+15.1% |
| Participant deferral / active EE | $4,760 | $2,924+62.8% | $4,000+19.0% | $4,296+10.8% |
| Admin fee / account holder | $120 | $3,681-96.7% | $3,998-97.0% | $6,918-98.3% |