Filed October 18, 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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $12,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,140 | $66,124-1.5% | $90,404-27.9% | $73,488-11.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.96% | 17.65%-3.7pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,119 | $2,346+160.8% | $3,262+87.6% | $2,270+169.6% |
| Participant deferral / active EE | $2,260 | $3,039-25.6% | $3,963-43.0% | $3,740-39.6% |
| Admin fee / account holder | $33 | $396-91.6% | $5,611-99.4% | $513-93.5% |