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 |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $53,577 |
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 | $83,696 | $84,948-1.5% | $70,449+18.8% | $73,409+14.0% |
| Participation rate | 56.9% | 79.9%-23.0pp | 75.1%-18.1pp | 72.2%-15.3pp |
| Annual return | 14.16% | 13.39%+0.8pp | 109.03%-94.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $3,506 | $2,834+23.7% | $2,737+28.1% | $2,234+57.0% |
| Participant deferral / active EE | $2,892 | $3,387-14.6% | $3,709-22.0% | $3,805-24.0% |
| Admin fee / account holder | $53 | $98-46.1% | $3,845-98.6% | $158-66.5% |