Filed October 24, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS AND ANNUITY Service code 12 · EIN 13-1624203 | Claims processing; Contract Administr... | $21,297 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,049 | $81,248+527.8% | $155,509+228.0% | $80,856+530.8% |
| Participation rate | 96.8% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 21.04% | 33.31%-12.3pp | 64.67%-43.6pp | 35.59%-14.6pp |
| Employer contribution / active EE | $54,770 | $3,100+1666.6% | $4,672+1072.2% | $2,755+1888.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $161 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |