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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $9,808 |
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 | $121,801 | $60,323+101.9% | $81,812+48.9% | $74,495+63.5% |
| Participation rate | 93.1% | 62.9%+30.2pp | 72.3%+20.7pp | 67.2%+25.9pp |
| Annual return | 14.19% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,374 | $3,387+235.8% | $4,319+163.4% | $4,346+161.7% |
| Admin fee / account holder | $46 | $1,486-96.9% | $7,386-99.4% | $1,942-97.6% |