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 |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $68,902 |
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 | $92,582 | $94,833-2.4% | $75,696+22.3% | $86,799+6.7% |
| Participation rate | 56.5% | 79.1%-22.6pp | 74.8%-18.3pp | 72.3%-15.8pp |
| Annual return | 13.23% | 16.91%-3.7pp | 104.53%-91.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $3,603 | $2,904+24.0% | $2,743+31.4% | $2,405+49.8% |
| Participant deferral / active EE | $3,147 | $3,632-13.3% | $3,821-17.6% | $4,131-23.8% |
| Admin fee / account holder | $49 | $109-55.2% | $3,619-98.7% | $170-71.3% |