Filed October 18, 2004 (most recent of 5 filings on file)
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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $5,529 |
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 | $141,323 | $38,925+263.1% | $73,843+91.4% | $55,191+156.1% |
| Participation rate | 98.9% | 66.0%+32.9pp | 73.4%+25.5pp | 69.2%+29.7pp |
| Annual return | 1.33% | 6.31%-5.0pp | 2267.84%-2266.5pp | 10.78%-9.4pp |
| Employer contribution / active EE | $18,722 | $1,695+1004.6% | $2,787+571.7% | $1,899+886.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $12 | $83-85.3% | $4,880-99.8% | $91-86.6% |