Filed November 29, 2005 (most recent of 3 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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,267 |
TIAA1 year Filed as: TIAA - TEACHEDRS INSURANCE AND ANNU Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,621 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,267 | $105,179-89.3% | $64,056-82.4% | $80,160-85.9% |
| Participation rate | 92.5% | 73.5%+19.0pp | 72.3%+20.2pp | 72.9%+19.6pp |
| Annual return | 14.77% | 20.34%-5.6pp | 33.69%-18.9pp | 40.38%-25.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,222 | $4,020-44.7% | $3,880-42.7% | $5,017-55.7% |
| Admin fee / account holder | $6 | $113-95.1% | $3,068-99.8% | $145-96.2% |