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 7-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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $153,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,859 | $56,095+26.3% | $178,490-60.3% | $90,288-21.5% |
| Participation rate | 93.7% | 65.6%+28.2pp | 81.9%+11.8pp | 73.4%+20.4pp |
| Annual return | 16.31% | 28.81%-12.5pp | 151.07%-134.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $4,941 | $2,669+85.1% | $5,202-5.0% | $4,232+16.7% |
| Admin fee / account holder | $34 | $101-66.4% | $13,984-99.8% | $114-70.3% |