Filed December 21, 2005
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE ANNUITY Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $10,506 |
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 | $92,793 | $67,166+38.2% | $57,343+61.8% | $55,191+68.1% |
| Participation rate | 96.9% | 77.7%+19.1pp | 75.1%+21.8pp | 69.2%+27.7pp |
| Annual return | 2.37% | 4.22%-1.9pp | 24.39%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $4,447 | $2,812+58.1% | $2,689+65.4% | $1,899+134.2% |
| Participant deferral / active EE | $2,711 | $2,835-4.4% | $3,162-14.3% | $3,046-11.0% |
| Admin fee / account holder | $23 | $44-46.3% | $3,356-99.3% | $91-74.2% |