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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $45,729 |
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 | $54,773 | $63,745-14.1% | $98,442-44.4% | $79,386-31.0% |
| Participation rate | 94.5% | 69.9%+24.6pp | 73.3%+21.2pp | 70.7%+23.8pp |
| Annual return | 16.74% | 625.80%-609.1pp | 1492.73%-1476.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $4,051 | $2,557+58.4% | $2,960+36.9% | $2,427+66.9% |
| Participant deferral / active EE | $6,050 | $3,303+83.1% | $4,276+41.5% | $4,046+49.5% |
| Admin fee / account holder | $77 | $516-85.1% | $5,949-98.7% | $626-87.7% |