Filed July 24, 2001
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INS & ANNUITY ASSOC Service code 11 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Actuarial | $22,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,303 | $93,351+4.2% | $62,929+54.6% | $79,634+22.2% |
| Participation rate | 93.8% | 74.6%+19.2pp | 73.1%+20.7pp | 62.5%+31.3pp |
| Annual return | 15.04% | 14.37%+0.7pp | 1063.93%-1048.9pp | 36.46%-21.4pp |
| Employer contribution / active EE | $2,460 | $3,135-21.5% | $2,505-1.8% | $2,529-2.7% |
| Participant deferral / active EE | $2,677 | $3,921-31.7% | $3,888-31.1% | $3,835-30.2% |
| Admin fee / account holder | $37 | $229-83.9% | $5,065-99.3% | $1,002-96.3% |