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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Mgmt Fees | $67,318 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,524 | $79,124+4.3% | $60,874+35.6% | $64,808+27.3% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.6pp |
| Annual return | -10.85% | -7.13%-3.7pp | 16.90%-27.7pp | 32.82%-43.7pp |
| Employer contribution / active EE | $4,107 | $3,050+34.6% | $2,701+52.0% | $2,506+63.9% |
| Participant deferral / active EE | $2,668 | $3,725-28.4% | $3,817-30.1% | $4,310-38.1% |
| Admin fee / account holder | $106 | $106+0.6% | $3,224-96.7% | $188-43.4% |