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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $33,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,944 | $58,264+1.2% | $86,612-31.9% | $71,457-17.5% |
| Participation rate | 94.9% | 65.0%+29.9pp | 71.7%+23.2pp | 67.9%+27.0pp |
| Annual return | 18.24% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,672 | $2,574+42.7% | $3,022+21.5% | $2,588+41.9% |
| Participant deferral / active EE | $5,510 | $3,436+60.4% | $4,438+24.2% | $4,289+28.5% |
| Admin fee / account holder | $60 | $1,057-94.3% | $5,614-98.9% | $1,587-96.2% |