Filed December 13, 2007 (most recent of 2 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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $70,303 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $30,000 |
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 | $98,156 | $94,833+3.5% | $75,696+29.7% | $86,799+13.1% |
| Participation rate | 92.7% | 79.1%+13.6pp | 74.8%+17.8pp | 72.3%+20.4pp |
| Annual return | 12.30% | 16.91%-4.6pp | 104.53%-92.2pp | 97.91%-85.6pp |
| Employer contribution / active EE | $3,959 | $2,904+36.3% | $2,743+44.4% | $2,405+64.6% |
| Participant deferral / active EE | $2,496 | $3,632-31.3% | $3,821-34.7% | $4,131-39.6% |
| Admin fee / account holder | $123 | $109+12.9% | $3,619-96.6% | $170-27.7% |