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 |
|---|---|---|
TIAA8 years Filed as: TIAA - TEACHERS INS & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $8,339 |
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 | $52,816 | $48,335+9.3% | $121,098-56.4% | $71,457-26.1% |
| Participation rate | 72.2% | 54.3%+18.0pp | 69.5%+2.7pp | 67.9%+4.3pp |
| Annual return | 13.62% | 23.32%-9.7pp | 985.75%-972.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $974 | $1,489-34.6% | $4,164-76.6% | $2,588-62.4% |
| Participant deferral / active EE | $2,353 | $2,754-14.6% | $4,080-42.3% | $4,289-45.1% |
| Admin fee / account holder | $17 | $1,841-99.1% | $5,644-99.7% | $1,587-99.0% |