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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $244,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,137 | $52,346-46.2% | $143,757-80.4% | $78,044-63.9% |
| Participation rate | 96.6% | 72.7%+23.9pp | 80.3%+16.3pp | 74.4%+22.2pp |
| Annual return | -15.51% | -14.19%-1.3pp | -0.04%-15.5pp | 10.87%-26.4pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,648 | $3,800+22.3% | $5,637-17.5% | $5,084-8.6% |
| Admin fee / account holder | $22 | $63-65.4% | $14,673-99.9% | $79-72.2% |