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 10-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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $95,646 |
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 | $132,423 | $53,136+149.2% | $155,509-14.8% | $199,593-33.7% |
| Participation rate | 87.6% | 64.1%+23.6pp | 78.2%+9.5pp | 72.0%+15.7pp |
| Annual return | 12.98% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $8,260 | $1,851+346.3% | $4,672+76.8% | $3,034+172.2% |
| Participant deferral / active EE | $5,845 | $3,161+84.9% | $5,626+3.9% | $5,087+14.9% |
| Admin fee / account holder | $41 | $185-78.0% | $15,912-99.7% | $269-84.8% |