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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Insurance services | $2,218 |
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 | $191,713 | $91,407+109.7% | $135,903+41.1% | $71,457+168.3% |
| Participation rate | 94.1% | 75.7%+18.5pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 15.38% | 29.90%-14.5pp | 68.23%-52.9pp | 28.85%-13.5pp |
| Employer contribution / active EE | $4,827 | $3,703+30.3% | $4,856-0.6% | $2,588+86.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $8 | $1,266-99.3% | $10,762-99.9% | $1,587-99.5% |