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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $89,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,401 | $45,000+132.0% | $143,757-27.4% | $77,904+34.0% |
| Participation rate | 85.8% | 66.8%+19.0pp | 80.3%+5.5pp | 73.7%+12.2pp |
| Annual return | -13.66% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.9pp |
| Employer contribution / active EE | $7,522 | $1,870+302.3% | $4,951+51.9% | $2,848+164.1% |
| Participant deferral / active EE | $5,281 | $3,157+67.3% | $5,637-6.3% | $4,806+9.9% |
| Admin fee / account holder | $41 | $98-57.9% | $14,673-99.7% | $133-68.8% |