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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENIE · NEW YORK, NY 10017 | Contract Administrator | $35,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,125 | $52,670+255.3% | $90,404+107.0% | $73,409+154.9% |
| Participation rate | 99.6% | 67.7%+32.0pp | 72.7%+27.0pp | 72.2%+27.5pp |
| Annual return | 13.24% | 20.70%-7.5pp | 1293.02%-1279.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $7,896 | $1,872+321.9% | $3,262+142.0% | $2,234+253.5% |
| Participant deferral / active EE | $3,301 | $2,807+17.6% | $3,963-16.7% | $3,805-13.3% |
| Admin fee / account holder | $79 | $117-32.3% | $5,611-98.6% | $158-50.0% |