Filed August 20, 2002
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 99 · EIN 13-1624203 | Other Fees | $147 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,218 | $52,467+43.4% | $57,179+31.5% | $55,167+36.3% |
| Participation rate | 97.5% | 75.8%+21.7pp | 75.3%+22.2pp | 69.0%+28.5pp |
| Annual return | 5.79% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,979 | $2,477+20.3% | $2,682+11.1% | $1,963+51.8% |
| Participant deferral / active EE | $4,256 | $2,830+50.4% | $3,096+37.5% | $3,054+39.4% |
| Admin fee / account holder | $15 | $269-94.3% | $3,139-99.5% | $504-97.0% |