Filed October 9, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $11,976 |
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 | $39,209 | $87,173-55.0% | $59,878-34.5% | $75,289-47.9% |
| Participation rate | 90.7% | 74.5%+16.2pp | 74.7%+16.0pp | 72.4%+18.3pp |
| Annual return | 10.06% | -2.14%+12.2pp | 3.46%+6.6pp | -0.04%+10.1pp |
| Employer contribution / active EE | $1,033 | $3,473-70.3% | $2,722-62.1% | $2,405-57.1% |
| Participant deferral / active EE | $2,505 | $3,379-25.9% | $3,402-26.4% | $3,739-33.0% |
| Admin fee / account holder | $10 | $75-86.3% | $3,590-99.7% | $102-90.0% |