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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $90,329 |
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 | $119,459 | $50,127+138.3% | $149,673-20.2% | $80,160+49.0% |
| Participation rate | 86.3% | 64.3%+22.0pp | 78.8%+7.5pp | 72.9%+13.4pp |
| Annual return | 16.39% | 29.82%-13.4pp | 134.42%-118.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $8,297 | $1,865+345.0% | $4,818+72.2% | $2,978+178.6% |
| Participant deferral / active EE | $5,595 | $3,194+75.2% | $5,680-1.5% | $5,017+11.5% |
| Admin fee / account holder | $40 | $153-73.9% | $13,210-99.7% | $145-72.5% |