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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $428,205 |
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 | $50,359 | $59,339-15.1% | $149,673-66.4% | $103,482-51.3% |
| Participation rate | 88.9% | 70.2%+18.7pp | 78.8%+10.1pp | 73.3%+15.6pp |
| Annual return | 15.35% | 77.78%-62.4pp | 134.42%-119.1pp | 33.11%-17.8pp |
| Employer contribution / active EE | $3,858 | $2,178+77.2% | $4,818-19.9% | $3,208+20.3% |
| Participant deferral / active EE | $2,666 | $3,716-28.3% | $5,680-53.1% | $5,207-48.8% |
| Admin fee / account holder | $33 | $103-68.0% | $13,210-99.7% | $114-71.1% |