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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $265,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,915 | $59,339-44.5% | $149,673-78.0% | $103,482-68.2% |
| Participation rate | 93.6% | 70.2%+23.4pp | 78.8%+14.9pp | 73.3%+20.4pp |
| Annual return | 18.96% | 77.78%-58.8pp | 134.42%-115.5pp | 33.11%-14.1pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $4,536 | $3,716+22.1% | $5,680-20.1% | $5,207-12.9% |
| Admin fee / account holder | $22 | $103-78.6% | $13,210-99.8% | $114-80.7% |