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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $25,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,447 | $69,238-50.2% | $185,823-81.5% | $101,517-66.1% |
| Participation rate | 96.9% | 73.5%+23.4pp | 81.7%+15.2pp | 74.6%+22.4pp |
| Annual return | 15.28% | 21.26%-6.0pp | 122.05%-106.8pp | 21.00%-5.7pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $4,799 | $3,764+27.5% | $5,568-13.8% | $4,873-1.5% |
| Admin fee / account holder | $0 | $66-100.0% | $16,237-100.0% | $139-100.0% |