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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $25,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,677 | $52,208+244.2% | $86,612+107.4% | $74,419+141.4% |
| Participation rate | 97.1% | 66.3%+30.8pp | 71.7%+25.4pp | 70.7%+26.4pp |
| Annual return | 14.92% | 44.46%-29.5pp | 591.07%-576.1pp | 34.38%-19.5pp |
| Employer contribution / active EE | $8,171 | $2,282+258.1% | $3,022+170.3% | $2,637+209.8% |
| Participant deferral / active EE | $3,439 | $3,383+1.6% | $4,438-22.5% | $4,528-24.1% |
| Admin fee / account holder | $48 | $319-84.8% | $5,614-99.1% | $348-86.1% |