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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $93,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,795 | $113,293-10.1% | $67,502+50.8% | $199,593-49.0% |
| Participation rate | 40.5% | 73.3%-32.8pp | 72.9%-32.3pp | 72.0%-31.4pp |
| Annual return | 11.26% | 15.88%-4.6pp | 3512.12%-3500.9pp | 34.25%-23.0pp |
| Employer contribution / active EE | $2,450 | $3,401-27.9% | $2,731-10.3% | $3,034-19.2% |
| Participant deferral / active EE | $2,537 | $4,159-39.0% | $4,000-36.6% | $5,087-50.1% |
| Admin fee / account holder | $80 | $103-22.4% | $3,998-98.0% | $269-70.4% |