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 |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $63,862 |
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 | $60,416 | $87,173-30.7% | $59,878+0.9% | $75,289-19.8% |
| Participation rate | 47.3% | 74.5%-27.2pp | 74.7%-27.4pp | 72.4%-25.2pp |
| Annual return | -3.09% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,609 | $3,473-24.9% | $2,722-4.1% | $2,405+8.5% |
| Participant deferral / active EE | $2,116 | $3,379-37.4% | $3,402-37.8% | $3,739-43.4% |
| Admin fee / account holder | $65 | $75-12.5% | $3,590-98.2% | $102-36.0% |