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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,457 | $60,795-5.5% | $69,455-17.3% | $65,185-11.9% |
| Participation rate | 33.9% | 74.9%-40.9pp | 74.6%-40.7pp | 70.2%-36.3pp |
| Annual return | 13.88% | 17.46%-3.6pp | 28.97%-15.1pp | 29.38%-15.5pp |
| Employer contribution / active EE | $1,137 | $2,452-53.6% | $2,779-59.1% | $2,177-47.8% |
| Participant deferral / active EE | $926 | $3,162-70.7% | $3,535-73.8% | $3,514-73.6% |
| Admin fee / account holder | $1 | $314-99.6% | $3,839-100.0% | $847-99.9% |