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 |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $21,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,025 | $58,264+20.2% | $86,612-19.2% | $71,457-2.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.95% | 21.63%-4.7pp | 591.07%-574.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $5,988 | $2,574+132.7% | $3,022+98.1% | $2,588+131.4% |
| Participant deferral / active EE | $3,235 | $3,436-5.9% | $4,438-27.1% | $4,289-24.6% |
| Admin fee / account holder | $52 | $1,057-95.1% | $5,614-99.1% | $1,587-96.7% |