Filed August 28, 2007 (most recent of 3 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 | $24,319 |
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 | $129,867 | $70,083+85.3% | $59,878+116.9% | $55,725+133.1% |
| Participation rate | 77.4% | 78.4%-0.9pp | 74.7%+2.7pp | 70.9%+6.6pp |
| Annual return | -2.11% | 3.13%-5.2pp | 3.46%-5.6pp | 244.93%-247.0pp |
| Employer contribution / active EE | $5,080 | $2,878+76.5% | $2,722+86.7% | $2,078+144.5% |
| Participant deferral / active EE | $2,106 | $3,079-31.6% | $3,402-38.1% | $3,356-37.2% |
| Admin fee / account holder | $33 | $70-52.6% | $3,590-99.1% | $115-71.0% |