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 |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $45,046 |
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 | $72,586 | $95,542-24.0% | $69,455+4.5% | $67,579+7.4% |
| Participation rate | 58.2% | 79.4%-21.2pp | 74.6%-16.4pp | 71.3%-13.1pp |
| Annual return | 19.83% | 17.67%+2.2pp | 28.97%-9.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $3,093 | $2,989+3.5% | $2,779+11.3% | $2,148+44.0% |
| Participant deferral / active EE | $2,560 | $3,263-21.6% | $3,535-27.6% | $3,539-27.7% |
| Admin fee / account holder | $45 | $90-50.1% | $3,839-98.8% | $142-68.5% |