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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Mgmt Fees | $72,646 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,372 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,734 | $83,884+5.8% | $64,056+38.5% | $74,419+19.2% |
| Participation rate | 95.5% | 76.6%+18.9pp | 72.3%+23.2pp | 70.7%+24.8pp |
| Annual return | 13.61% | 16.57%-3.0pp | 33.69%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $4,270 | $3,084+38.5% | $2,747+55.5% | $2,637+61.9% |
| Participant deferral / active EE | $2,856 | $3,692-22.6% | $3,880-26.4% | $4,528-36.9% |
| Admin fee / account holder | $119 | $196-39.5% | $3,068-96.1% | $348-65.9% |