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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOC OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,454 | $63,745+15.2% | $98,442-25.4% | $79,386-7.5% |
| Participation rate | 72.9% | 69.9%+3.0pp | 73.3%-0.4pp | 70.7%+2.2pp |
| Annual return | 15.67% | 625.80%-610.1pp | 1492.73%-1477.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,374 | $3,303+32.4% | $4,276+2.3% | $4,046+8.1% |
| Admin fee / account holder | $10 | $516-98.1% | $5,949-99.8% | $626-98.4% |