Filed April 4, 1997
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,147 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $1,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,587 | $79,124-47.4% | $60,874-31.7% | $64,808-35.8% |
| Participation rate | 90.7% | 77.7%+13.0pp | 73.1%+17.6pp | 71.5%+19.2pp |
| Annual return | -9.16% | -7.13%-2.0pp | 16.90%-26.1pp | 32.82%-42.0pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,189 | $3,725-41.2% | $3,817-42.6% | $4,310-49.2% |
| Admin fee / account holder | $11 | $106-89.7% | $3,224-99.7% | $188-94.2% |