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 |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $78,526 |
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 | $90,144 | $105,179-14.3% | $64,056+40.7% | $80,160+12.5% |
| Participation rate | 40.3% | 73.5%-33.2pp | 72.3%-32.0pp | 72.9%-32.6pp |
| Annual return | 16.28% | 20.34%-4.1pp | 33.69%-17.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $2,502 | $3,311-24.4% | $2,747-8.9% | $2,978-16.0% |
| Participant deferral / active EE | $2,388 | $4,020-40.6% | $3,880-38.5% | $5,017-52.4% |
| Admin fee / account holder | $68 | $113-40.3% | $3,068-97.8% | $145-53.3% |