Filed November 7, 2006
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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INS & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $1,058 |
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 | $43,173 | $39,898+8.2% | $121,196-64.4% | $55,725-22.5% |
| Participation rate | 53.4% | 61.2%-7.8pp | 71.7%-18.3pp | 70.9%-17.4pp |
| Annual return | -2.53% | -0.96%-1.6pp | 16.93%-19.5pp | 244.93%-247.5pp |
| Employer contribution / active EE | $867 | $1,295-33.1% | $4,022-78.5% | $2,078-58.3% |
| Participant deferral / active EE | $1,116 | $2,439-54.2% | $3,344-66.6% | $3,356-66.7% |
| Admin fee / account holder | $3 | $95-97.1% | $5,019-99.9% | $115-97.6% |