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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,206 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $1,832 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,070 | $83,884-46.3% | $64,056-29.6% | $74,419-39.4% |
| Participation rate | 92.2% | 76.6%+15.6pp | 72.3%+19.9pp | 70.7%+21.5pp |
| Annual return | 11.95% | 16.57%-4.6pp | 33.69%-21.7pp | 34.38%-22.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,333 | $3,692-36.8% | $3,880-39.9% | $4,528-48.5% |
| Admin fee / account holder | $34 | $196-82.6% | $3,068-98.9% | $348-90.2% |