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 | $2,679 |
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 | $196,047 | $101,317+93.5% | $146,958+33.4% | $74,495+163.2% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 12.49% | 8730.91%-8718.4pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,351 | $3,810+14.2% | $4,933-11.8% | $2,623+65.9% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |