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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOC OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,402 | $51,197+27.7% | $82,719-20.9% | $66,914-2.3% |
| Participation rate | 74.5% | 67.8%+6.7pp | 72.6%+2.0pp | 69.8%+4.7pp |
| Annual return | -11.96% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,373 | $3,458+55.4% | $4,395+22.3% | $4,237+26.8% |
| Admin fee / account holder | $10 | $416-97.5% | $5,329-99.8% | $593-98.3% |