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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENIE · NEW YORK, NY 10017 | Contract Administrator | $31,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,006 | $54,237+219.0% | $90,281+91.6% | $67,579+156.0% |
| Participation rate | 99.6% | 68.6%+31.0pp | 73.3%+26.4pp | 71.3%+28.3pp |
| Annual return | 17.82% | 37.27%-19.5pp | 78.10%-60.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $8,134 | $1,846+340.6% | $2,854+185.0% | $2,148+278.7% |
| Participant deferral / active EE | $3,401 | $2,625+29.6% | $3,885-12.5% | $3,539-3.9% |
| Admin fee / account holder | $73 | $123-41.2% | $5,351-98.6% | $142-49.0% |