Filed November 11, 1
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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $74,039 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,988 | $94,833-36.7% | $75,696-20.8% | $86,799-30.9% |
| Participation rate | 98.4% | 79.1%+19.3pp | 74.8%+23.5pp | 72.3%+26.1pp |
| Annual return | 11.98% | 16.91%-4.9pp | 104.53%-92.6pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,802 | $2,904-3.5% | $2,743+2.2% | $2,405+16.5% |
| Participant deferral / active EE | $4,852 | $3,632+33.6% | $3,821+27.0% | $4,131+17.5% |
| Admin fee / account holder | $63 | $109-41.7% | $3,619-98.3% | $170-62.7% |