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 |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $35,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,329 | $100,801-0.5% | $149,696-33.0% | $73,409+36.7% |
| Participation rate | 99.3% | 77.7%+21.7pp | 82.5%+16.9pp | 72.2%+27.2pp |
| Annual return | 14.98% | 265.34%-250.4pp | 276.60%-261.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $6,911 | $3,312+108.7% | $4,644+48.8% | $2,234+209.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $31 | $181-83.1% | $9,309-99.7% | $158-80.6% |