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.
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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $17,718 |
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 | $77,723 | $57,976+34.1% | $62,995+23.4% | $62,292+24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.01% | 17.54%-2.5pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,469 | $2,415+43.7% | $2,759+25.7% | $2,042+69.9% |
| Participant deferral / active EE | $5,043 | $2,956+70.6% | $3,329+51.5% | $3,169+59.1% |
| Admin fee / account holder | $31 | $276-88.6% | $3,600-99.1% | $479-93.4% |