Filed July 1, 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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $7,473 |
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 | $68,576 | $67,166+2.1% | $57,343+19.6% | $55,191+24.3% |
| Participation rate | 98.9% | 77.7%+21.2pp | 75.1%+23.8pp | 69.2%+29.8pp |
| Annual return | 1.19% | 4.22%-3.0pp | 24.39%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $8,759 | $2,812+211.5% | $2,689+225.8% | $1,899+361.3% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $8 | $44-80.9% | $3,356-99.8% | $91-90.8% |