Filed December 17, 2012 (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 | $13,393 |
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 | $55,282 | $70,083-21.1% | $59,878-7.7% | $55,725-0.8% |
| Participation rate | 79.5% | 78.4%+1.1pp | 74.7%+4.8pp | 70.9%+8.6pp |
| Annual return | -2.18% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $3,733 | $2,878+29.7% | $2,722+37.1% | $2,078+79.6% |
| Participant deferral / active EE | $1,863 | $3,079-39.5% | $3,402-45.2% | $3,356-44.5% |
| Admin fee / account holder | $19 | $70-72.5% | $3,590-99.5% | $115-83.2% |