Filed January 9, 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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $138 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,523 | $41,854+13.5% | $73,843-35.6% | $52,331-9.2% |
| Participation rate | 99.4% | 66.2%+33.2pp | 73.4%+26.0pp | 68.1%+31.3pp |
| Annual return | 2.65% | 2.11%+0.5pp | 2267.84%-2265.2pp | 4.54%-1.9pp |
| Employer contribution / active EE | $3,674 | $1,920+91.4% | $2,787+31.8% | $1,882+95.3% |
| Participant deferral / active EE | $2,183 | $2,498-12.6% | $3,583-39.1% | $3,022-27.8% |
| Admin fee / account holder | $0 | $493-99.9% | $4,880-100.0% | $592-99.9% |