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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Mgmt Fees | $88,397 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $33,000 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $32,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,419 | $91,762+19.2% | $67,502+62.1% | $77,643+40.9% |
| Participation rate | 94.5% | 75.9%+18.6pp | 72.9%+21.7pp | 70.6%+24.0pp |
| Annual return | 31.30% | 14.87%+16.4pp | 3512.12%-3480.8pp | 31.24%+0.1pp |
| Employer contribution / active EE | $4,007 | $3,181+26.0% | $2,731+46.7% | $2,726+47.0% |
| Participant deferral / active EE | $3,722 | $3,903-4.7% | $4,000-7.0% | $4,647-19.9% |
| Admin fee / account holder | $172 | $176-2.3% | $3,998-95.7% | $430-60.1% |