Filed November 12, 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 & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $29,287 |
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 | $23,229 | $53,565-56.6% | $172,739-86.6% | $82,204-71.7% |
| Participation rate | 98.0% | 69.6%+28.4pp | 82.6%+15.4pp | 73.4%+24.6pp |
| Annual return | 25.43% | 31.42%-6.0pp | 802.84%-777.4pp | 26.31%-0.9pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $4,099 | $3,006+36.4% | $5,198-21.1% | $4,246-3.5% |
| Admin fee / account holder | $22 | $61-64.5% | $13,954-99.8% | $76-71.2% |