Filed July 14, 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+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $3,189 |
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 | $34,623 | $52,467-34.0% | $57,179-39.4% | $55,167-37.2% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 1.62% | 7.72%-6.1pp | 14.59%-13.0pp | 169.23%-167.6pp |
| Employer contribution / active EE | $3,822 | $2,477+54.3% | $2,682+42.5% | $1,963+94.7% |
| Participant deferral / active EE | $5,394 | $2,830+90.6% | $3,096+74.2% | $3,054+76.6% |
| Admin fee / account holder | $21 | $269-92.2% | $3,139-99.3% | $504-95.8% |