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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $11,685 |
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 | $34,125 | $39,859-14.4% | $78,689-56.6% | $57,658-40.8% |
| Participation rate | 97.2% | 66.1%+31.1pp | 73.6%+23.7pp | 70.2%+27.0pp |
| Annual return | 9.57% | 18.96%-9.4pp | 62.18%-52.6pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,973 | $1,786+10.5% | $2,851-30.8% | $1,974-0.1% |
| Participant deferral / active EE | $2,708 | $2,248+20.5% | $3,517-23.0% | $3,061-11.5% |
| Admin fee / account holder | $32 | $76-57.6% | $4,510-99.3% | $95-65.9% |