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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $243,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $64,012 | $68,330-6.3% | $149,673-57.2% | $96,393-33.6% |
| Participation rate | 37.8% | 74.6%-36.8pp | 78.8%-41.0pp | 71.3%-33.5pp |
| Annual return | 23.49% | 29.64%-6.1pp | 134.42%-110.9pp | 22.88%+0.6pp |
| Employer contribution / active EE | $11 | $2,139-99.5% | $4,818-99.8% | $3,238-99.7% |
| Participant deferral / active EE | $2,537 | $4,422-42.6% | $5,680-55.3% | $5,455-53.5% |
| Admin fee / account holder | $36 | $52-30.6% | $13,210-99.7% | $74-51.2% |