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 |
|---|---|---|
TIAA8+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $38,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,472 | $82,202+16.1% | $125,339-23.8% | $64,808+47.3% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -14.24% | 3.48%-17.7pp | 572.05%-586.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $7,768 | $3,615+114.9% | $4,814+61.4% | $2,506+210.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $31 | $163-81.0% | $10,010-99.7% | $188-83.5% |