Filed July 25, 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 INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,917 |
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 | $125,047 | $51,769+141.5% | $57,343+118.1% | $52,331+139.0% |
| Participation rate | 89.6% | 75.2%+14.4pp | 75.1%+14.5pp | 68.1%+21.5pp |
| Annual return | 2.95% | 2.43%+0.5pp | 24.39%-21.4pp | 4.54%-1.6pp |
| Employer contribution / active EE | $2,960 | $2,335+26.7% | $2,689+10.1% | $1,882+57.3% |
| Participant deferral / active EE | $5,832 | $2,794+108.7% | $3,162+84.4% | $3,022+93.0% |
| Admin fee / account holder | $13 | $295-95.6% | $3,356-99.6% | $592-97.8% |