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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $27,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,852 | $60,323+19.1% | $81,812-12.2% | $74,495-3.5% |
| Participation rate | 98.5% | 62.9%+35.6pp | 72.3%+26.1pp | 67.2%+31.3pp |
| Annual return | 12.37% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $6,124 | $2,620+133.7% | $2,912+110.3% | $2,623+133.5% |
| Participant deferral / active EE | $3,903 | $3,387+15.2% | $4,319-9.6% | $4,346-10.2% |
| Admin fee / account holder | $64 | $1,486-95.7% | $7,386-99.1% | $1,942-96.7% |