Filed March 10, 2006 (most recent of 2 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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSRUANCE AND ANNUI Service code 27 · EIN 13-1624203 | Advisory (Plan) | $62,597 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $17,552 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,359 | $84,948+13.4% | $70,449+36.8% | $73,409+31.3% |
| Participation rate | 95.4% | 79.9%+15.5pp | 75.1%+20.4pp | 72.2%+23.2pp |
| Annual return | 13.68% | 13.39%+0.3pp | 109.03%-95.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,851 | $2,834-34.7% | $2,737-32.4% | $2,234-17.1% |
| Participant deferral / active EE | $4,174 | $3,387+23.2% | $3,709+12.6% | $3,805+9.7% |
| Admin fee / account holder | $100 | $98+2.0% | $3,845-97.4% | $158-36.6% |