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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $499 |
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 | $73,777 | $68,408+7.8% | $57,179+29.0% | $57,658+28.0% |
| Participation rate | 99.2% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.0pp |
| Annual return | 6.97% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $8,313 | $2,869+189.7% | $2,682+209.9% | $1,974+321.2% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $70-99.2% | $3,139-100.0% | $95-99.4% |