Filed October 18, 2004
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 Service code 15 · EIN 13-1624203 ANNUITY ASSOC OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $135 |
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 | $65,685 | $66,124-0.7% | $90,404-27.3% | $73,488-10.6% |
| Participation rate | 74.1% | 69.7%+4.4pp | 72.7%+1.4pp | 70.7%+3.4pp |
| Annual return | 9.63% | 17.65%-8.0pp | 1293.02%-1283.4pp | 28.51%-18.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,068 | $3,039+33.9% | $3,963+2.6% | $3,740+8.8% |
| Admin fee / account holder | $1 | $396-99.8% | $5,611-100.0% | $513-99.8% |