Filed May 14, 2008
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 |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNIT Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $4,923 |
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 | $55,921 | $55,002+1.7% | $59,878-6.6% | $56,287-0.6% |
| Participation rate | 88.1% | 75.9%+12.2pp | 74.7%+13.4pp | 69.9%+18.3pp |
| Annual return | -3.41% | 1.13%-4.5pp | 3.46%-6.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $5,239 | $2,448+114.0% | $2,722+92.5% | $2,111+148.2% |
| Participant deferral / active EE | $5,703 | $3,121+82.7% | $3,402+67.6% | $3,350+70.3% |
| Admin fee / account holder | $14 | $236-94.2% | $3,590-99.6% | $521-97.4% |