Filed March 21, 2006 (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+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $36,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,553 | $67,166-23.2% | $57,343-10.1% | $55,191-6.6% |
| Participation rate | 63.5% | 77.7%-14.2pp | 75.1%-11.6pp | 69.2%-5.6pp |
| Annual return | 3.49% | 4.22%-0.7pp | 24.39%-20.9pp | 10.78%-7.3pp |
| Employer contribution / active EE | $3,440 | $2,812+22.3% | $2,689+28.0% | $1,899+81.2% |
| Participant deferral / active EE | $2,588 | $2,835-8.7% | $3,162-18.1% | $3,046-15.0% |
| Admin fee / account holder | $43 | $44-1.9% | $3,356-98.7% | $91-52.9% |