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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $42,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,440 | $51,197+2.4% | $82,719-36.6% | $66,914-21.6% |
| Participation rate | 92.6% | 67.8%+24.7pp | 72.6%+20.0pp | 69.8%+22.8pp |
| Annual return | -13.70% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,800 | $2,611+45.5% | $3,009+26.3% | $2,544+49.3% |
| Participant deferral / active EE | $5,922 | $3,458+71.2% | $4,395+34.7% | $4,237+39.8% |
| Admin fee / account holder | $80 | $416-80.7% | $5,329-98.5% | $593-86.5% |