Filed April 12, 2007
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 |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $21,949 |
Annual investment return 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 | $88,654 | $88,122+0.6% | $141,162-37.2% | $67,579+31.2% |
| Participation rate | 99.6% | 76.5%+23.1pp | 82.5%+17.1pp | 71.3%+28.3pp |
| Annual return | 17.59% | 75.40%-57.8pp | 71.39%-53.8pp | 378.56%-361.0pp |
| Employer contribution / active EE | $6,790 | $3,224+110.6% | $4,735+43.4% | $2,148+216.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $32 | $131-75.7% | $10,261-99.7% | $142-77.6% |