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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOC OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $2,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,587 | $58,264+33.2% | $86,612-10.4% | $71,457+8.6% |
| Participation rate | 79.6% | 65.0%+14.6pp | 71.7%+7.9pp | 67.9%+11.7pp |
| Annual return | 16.12% | 21.63%-5.5pp | 591.07%-574.9pp | 28.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,754 | $3,436+67.4% | $4,438+29.7% | $4,289+34.2% |
| Admin fee / account holder | $12 | $1,057-98.9% | $5,614-99.8% | $1,587-99.3% |