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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $35,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,483 | $66,124-32.7% | $90,404-50.8% | $73,488-39.5% |
| Participation rate | 96.9% | 69.7%+27.2pp | 72.7%+24.2pp | 70.7%+26.2pp |
| Annual return | 14.67% | 17.65%-3.0pp | 1293.02%-1278.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $4,799 | $2,346+104.5% | $3,262+47.1% | $2,270+111.4% |
| Participant deferral / active EE | $7,148 | $3,039+135.2% | $3,963+80.3% | $3,740+91.1% |
| Admin fee / account holder | $53 | $396-86.5% | $5,611-99.0% | $513-89.6% |