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 Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $7,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,816 | $58,264+90.2% | $86,612+27.9% | $71,457+55.1% |
| Participation rate | 94.6% | 65.0%+29.6pp | 71.7%+22.9pp | 67.9%+26.7pp |
| Annual return | 12.62% | 21.63%-9.0pp | 591.07%-578.4pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,237 | $3,436+197.9% | $4,438+130.7% | $4,289+138.7% |
| Admin fee / account holder | $34 | $1,057-96.8% | $5,614-99.4% | $1,587-97.9% |