Filed August 30, 2006 (most recent of 2 filings on file)
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 INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $3,640 |
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 | $115,259 | $68,408+68.5% | $57,179+101.6% | $57,658+99.9% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 1.03% | 8.51%-7.5pp | 14.59%-13.6pp | 5.13%-4.1pp |
| Employer contribution / active EE | $5,887 | $2,869+105.2% | $2,682+119.5% | $1,974+198.2% |
| Participant deferral / active EE | $4,394 | $2,903+51.3% | $3,096+41.9% | $3,061+43.6% |
| Admin fee / account holder | $4 | $70-94.8% | $3,139-99.9% | $95-96.2% |