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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $68,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,930 | $79,124+2.3% | $60,874+32.9% | $64,808+24.9% |
| Participation rate | 62.0% | 77.7%-15.7pp | 73.1%-11.1pp | 71.5%-9.5pp |
| Annual return | -12.42% | -7.13%-5.3pp | 16.90%-29.3pp | 32.82%-45.2pp |
| Employer contribution / active EE | $3,807 | $3,050+24.8% | $2,701+40.9% | $2,506+51.9% |
| Participant deferral / active EE | $3,656 | $3,725-1.9% | $3,817-4.2% | $4,310-15.2% |
| Admin fee / account holder | $63 | $106-40.0% | $3,224-98.0% | $188-66.2% |