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 |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $12,063 |
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 | $65,902 | $65,322+0.9% | $70,449-6.5% | $73,488-10.3% |
| Participation rate | 99.2% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 5.43% | 15.71%-10.3pp | 109.03%-103.6pp | 28.51%-23.1pp |
| Employer contribution / active EE | $4,081 | $2,460+65.9% | $2,737+49.1% | $2,270+79.8% |
| Participant deferral / active EE | $6,748 | $3,375+99.9% | $3,709+81.9% | $3,740+80.4% |
| Admin fee / account holder | $63 | $214-70.8% | $3,845-98.4% | $513-87.8% |