Filed February 4, 2005 (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 INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $311 |
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 | $95,619 | $52,467+82.2% | $57,179+67.2% | $55,167+73.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 75.3%+21.0pp | 69.0%+27.4pp |
| Annual return | 7.27% | 7.72%-0.4pp | 14.59%-7.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $5,556 | $2,477+124.3% | $2,682+107.1% | $1,963+183.1% |
| Participant deferral / active EE | $5,612 | $2,830+98.3% | $3,096+81.3% | $3,054+83.7% |
| Admin fee / account holder | $1 | $269-99.6% | $3,139-100.0% | $504-99.8% |