Filed April 8, 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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $41,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,837 | $61,058+19.3% | $71,209+2.3% | $85,563-14.9% |
| Participation rate | 92.9% | 58.6%+34.4pp | 73.8%+19.2pp | 66.0%+27.0pp |
| Annual return | 16.22% | 100.41%-84.2pp | 282.51%-266.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,017 | $2,199+37.2% | $2,721+10.9% | $2,654+13.7% |
| Participant deferral / active EE | $3,730 | $3,173+17.6% | $4,175-10.7% | $4,375-14.7% |
| Admin fee / account holder | $88 | $855-89.6% | $5,349-98.3% | $834-89.4% |