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 13 · EIN 13-1624203 730 THIRD AVENIE · NEW YORK, NY 10017 | Contract Administrator | $20,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,266 | $43,999+243.8% | $79,464+90.4% | $55,725+171.5% |
| Participation rate | 97.8% | 66.9%+30.9pp | 73.3%+24.4pp | 70.9%+26.9pp |
| Annual return | -4.20% | 1.81%-6.0pp | 718.14%-722.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $7,735 | $1,830+322.8% | $2,800+176.2% | $2,078+272.2% |
| Participant deferral / active EE | $3,185 | $2,538+25.5% | $3,704-14.0% | $3,356-5.1% |
| Admin fee / account holder | $50 | $118-57.8% | $5,113-99.0% | $115-57.0% |