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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $46,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,341 | $47,722+246.5% | $82,719+99.9% | $64,808+155.1% |
| Participation rate | 95.0% | 67.6%+27.3pp | 72.6%+22.4pp | 71.5%+23.5pp |
| Annual return | -12.60% | -13.05%+0.4pp | 701.18%-713.8pp | 32.82%-45.4pp |
| Employer contribution / active EE | $7,218 | $2,179+231.2% | $3,009+139.9% | $2,506+188.0% |
| Participant deferral / active EE | $3,100 | $3,329-6.9% | $4,395-29.5% | $4,310-28.1% |
| Admin fee / account holder | $94 | $143-34.1% | $5,329-98.2% | $188-49.9% |