Filed July 21, 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 & ANNUITY Service code 18 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Custodial (other than securities) | $0 |
Employer contribution per participant 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 | $33,585 | $202,387-83.4% | $57,179-41.3% | - |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.3%+17.6pp | - |
| Annual return | 5.67% | 10.83%-5.2pp | 14.59%-8.9pp | - |
| Employer contribution / active EE | $3,010 | $2,304+30.6% | $2,682+12.2% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $0 | $22,351-100.0% | $3,139-100.0% | - |