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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $29,484 |
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 | $135,481 | $70,083+93.3% | $59,878+126.3% | $55,725+143.1% |
| Participation rate | 97.5% | 78.4%+19.2pp | 74.7%+22.8pp | 70.9%+26.7pp |
| Annual return | 8.59% | 3.13%+5.5pp | 3.46%+5.1pp | 244.93%-236.3pp |
| Employer contribution / active EE | $6,164 | $2,878+114.2% | $2,722+126.5% | $2,078+196.6% |
| Participant deferral / active EE | $4,578 | $3,079+48.7% | $3,402+34.6% | $3,356+36.4% |
| Admin fee / account holder | $26 | $70-63.6% | $3,590-99.3% | $115-77.8% |