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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $211,793 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,798 | $45,000+28.4% | $143,757-59.8% | $77,904-25.8% |
| Participation rate | 92.3% | 66.8%+25.4pp | 80.3%+12.0pp | 73.7%+18.6pp |
| Annual return | -11.93% | 29.03%-41.0pp | -0.04%-11.9pp | 12.21%-24.1pp |
| Employer contribution / active EE | $217 | $1,870-88.4% | $4,951-95.6% | $2,848-92.4% |
| Participant deferral / active EE | $5,752 | $3,157+82.2% | $5,637+2.0% | $4,806+19.7% |
| Admin fee / account holder | $36 | $98-63.9% | $14,673-99.8% | $133-73.2% |