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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Insurance services | $1,915 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,595 | $99,957+72.7% | $149,696+15.3% | $73,488+134.9% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.5%+10.4pp | 70.7%+22.2pp |
| Annual return | 12.26% | 53.87%-41.6pp | 276.60%-264.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,643 | $3,191+45.5% | $4,6440% | $2,270+104.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $551-98.0% | $9,309-99.9% | $513-97.9% |