Filed June 17, 2006 (most recent of 8 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 8-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 & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $491,439 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,259 | $67,679-19.8% | $155,509-65.1% | $99,062-45.2% |
| Participation rate | 94.6% | 67.2%+27.4pp | 78.2%+16.4pp | 71.6%+23.0pp |
| Annual return | 11.36% | 16.16%-4.8pp | 64.67%-53.3pp | 17.66%-6.3pp |
| Employer contribution / active EE | $4,002 | $2,268+76.4% | $4,672-14.4% | $3,262+22.7% |
| Participant deferral / active EE | $3,074 | $3,828-19.7% | $5,626-45.4% | $5,331-42.3% |
| Admin fee / account holder | $36 | $94-61.5% | $15,912-99.8% | $109-66.9% |