Filed July 22, 2006
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 ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $8,866 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,434 | $70,083-19.5% | $59,878-5.8% | $55,725+1.3% |
| Participation rate | 98.5% | 78.4%+20.2pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | -5.23% | 3.13%-8.4pp | 3.46%-8.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,192 | $2,878+10.9% | $2,722+17.3% | $2,078+53.6% |
| Participant deferral / active EE | $4,287 | $3,079+39.2% | $3,402+26.0% | $3,356+27.7% |
| Admin fee / account holder | $11 | $70-83.8% | $3,590-99.7% | $115-90.1% |