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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $65,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,818 | $56,095+115.4% | $178,490-32.3% | $90,288+33.8% |
| Participation rate | 82.2% | 65.6%+16.7pp | 81.9%+0.3pp | 73.4%+8.9pp |
| Annual return | 13.84% | 28.81%-15.0pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,434 | $1,572+118.4% | $5,011-31.5% | $2,524+36.0% |
| Participant deferral / active EE | $4,503 | $2,669+68.7% | $5,202-13.4% | $4,232+6.4% |
| Admin fee / account holder | $36 | $101-64.6% | $13,984-99.7% | $114-68.7% |