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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INS & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $5,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,399 | $45,602+10.5% | $117,472-57.1% | $66,914-24.7% |
| Participation rate | 77.6% | 57.6%+19.9pp | 70.6%+7.0pp | 69.8%+7.8pp |
| Annual return | -10.15% | -16.74%+6.6pp | 29.74%-39.9pp | 1.58%-11.7pp |
| Employer contribution / active EE | $921 | $1,579-41.6% | $4,176-77.9% | $2,544-63.8% |
| Participant deferral / active EE | $2,401 | $2,845-15.6% | $4,070-41.0% | $4,237-43.3% |
| Admin fee / account holder | $12 | $661-98.2% | $5,645-99.8% | $593-98.0% |