Filed January 13, 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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $64 |
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 | $103,267 | $51,769+99.5% | $57,343+80.1% | $52,331+97.3% |
| Participation rate | 99.6% | 75.2%+24.3pp | 75.1%+24.5pp | 68.1%+31.5pp |
| Annual return | 1.14% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,746 | $2,335+17.6% | $2,689+2.1% | $1,882+45.9% |
| Participant deferral / active EE | $3,877 | $2,794+38.8% | $3,162+22.6% | $3,022+28.3% |
| Admin fee / account holder | $0 | $295-99.9% | $3,356-100.0% | $592-100.0% |