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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $345,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,711 | $52,346-5.0% | $143,757-65.4% | $78,044-36.3% |
| Participation rate | 92.0% | 72.7%+19.3pp | 80.3%+11.7pp | 74.4%+17.6pp |
| Annual return | -12.01% | -14.19%+2.2pp | -0.04%-12.0pp | 10.87%-22.9pp |
| Employer contribution / active EE | $4,689 | $2,131+120.1% | $4,951-5.3% | $3,125+50.1% |
| Participant deferral / active EE | $3,096 | $3,800-18.5% | $5,637-45.1% | $5,084-39.1% |
| Admin fee / account holder | $31 | $63-50.5% | $14,673-99.8% | $79-60.2% |