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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $181,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,853 | $67,512+4.9% | $185,823-61.9% | $93,030-23.8% |
| Participation rate | 92.8% | 67.1%+25.7pp | 81.7%+11.1pp | 73.9%+18.9pp |
| Annual return | 16.11% | 21.04%-4.9pp | 122.05%-105.9pp | 158.70%-142.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $5,175 | $3,035+70.5% | $5,568-7.0% | $4,562+13.4% |
| Admin fee / account holder | $34 | $318-89.3% | $16,237-99.8% | $152-77.5% |