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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $8,552 |
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 | $54,508 | $55,002-0.9% | $59,878-9.0% | $56,287-3.2% |
| Participation rate | 88.5% | 75.9%+12.5pp | 74.7%+13.8pp | 69.9%+18.6pp |
| Annual return | 14.84% | 1.13%+13.7pp | 3.46%+11.4pp | -9.96%+24.8pp |
| Employer contribution / active EE | $3,572 | $2,448+45.9% | $2,722+31.2% | $2,111+69.2% |
| Participant deferral / active EE | $6,604 | $3,121+111.6% | $3,402+94.1% | $3,350+97.1% |
| Admin fee / account holder | $49 | $236-79.0% | $3,590-98.6% | $521-90.5% |