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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INS & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,098 |
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 | $51,382 | $53,901-4.7% | $134,143-61.7% | $73,488-30.1% |
| Participation rate | 88.5% | 62.8%+25.7pp | 72.2%+16.3pp | 70.7%+17.8pp |
| Annual return | 11.41% | 15.82%-4.4pp | 36.33%-24.9pp | 28.51%-17.1pp |
| Employer contribution / active EE | $785 | $1,458-46.2% | $3,704-78.8% | $2,270-65.4% |
| Participant deferral / active EE | $2,569 | $2,739-6.2% | $3,499-26.6% | $3,740-31.3% |
| Admin fee / account holder | $6 | $581-98.9% | $6,684-99.9% | $513-98.8% |