Filed October 18, 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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $297,273 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,687 | $115,444+137.1% | $65,493+317.9% | $102,872+166.0% |
| Participation rate | 93.5% | 71.2%+22.4pp | 73.1%+20.4pp | 73.0%+20.5pp |
| Annual return | 15.88% | 15.94%-0.1pp | 982.45%-966.6pp | 19.06%-3.2pp |
| Employer contribution / active EE | $6,893 | $3,409+102.2% | $2,574+167.8% | $3,526+95.5% |
| Participant deferral / active EE | $7,013 | $4,118+70.3% | $3,961+77.1% | $5,535+26.7% |
| Admin fee / account holder | $61 | $123-50.7% | $5,028-98.8% | $292-79.2% |