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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $17,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,311 | $63,745+16.6% | $98,442-24.5% | $79,386-6.4% |
| Participation rate | 99.2% | 69.9%+29.3pp | 73.3%+25.8pp | 70.7%+28.5pp |
| Annual return | 12.84% | 625.80%-613.0pp | 1492.73%-1479.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $5,966 | $2,557+133.3% | $2,960+101.6% | $2,427+145.8% |
| Participant deferral / active EE | $2,788 | $3,303-15.6% | $4,276-34.8% | $4,046-31.1% |
| Admin fee / account holder | $46 | $516-91.2% | $5,949-99.2% | $626-92.7% |