Filed April 9, 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 | $52,985 |
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 | $136,919 | $70,083+95.4% | $59,878+128.7% | $55,725+145.7% |
| Participation rate | 74.6% | 78.4%-3.7pp | 74.7%-0.1pp | 70.9%+3.8pp |
| Annual return | -3.47% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $5,867 | $2,878+103.8% | $2,722+115.6% | $2,078+182.3% |
| Participant deferral / active EE | $2,985 | $3,079-3.0% | $3,402-12.2% | $3,356-11.0% |
| Admin fee / account holder | $44 | $70-37.0% | $3,590-98.8% | $115-61.6% |