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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $19,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,828 | $51,197+18.8% | $82,719-26.5% | $66,914-9.1% |
| Participation rate | 98.4% | 67.8%+30.6pp | 72.6%+25.9pp | 69.8%+28.6pp |
| Annual return | -13.98% | -9.64%-4.3pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $6,366 | $2,611+143.8% | $3,009+111.6% | $2,544+150.2% |
| Participant deferral / active EE | $2,897 | $3,458-16.2% | $4,395-34.1% | $4,237-31.6% |
| Admin fee / account holder | $46 | $416-88.9% | $5,329-99.1% | $593-92.2% |