Filed December 2, 1996
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 ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $97,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,417 | $79,124+13.0% | $60,874+46.9% | $64,808+38.0% |
| Participation rate | 94.2% | 77.7%+16.5pp | 73.1%+21.1pp | 71.5%+22.8pp |
| Annual return | -12.95% | -7.13%-5.8pp | 16.90%-29.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $8,997 | $3,050+195.0% | $2,701+233.1% | $2,506+259.1% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $61 | $106-42.7% | $3,224-98.1% | $188-67.8% |