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 |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $26,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,458 | $56,317+44.6% | $71,209+14.4% | $74,304+9.6% |
| Participation rate | 97.7% | 55.1%+42.5pp | 73.8%+23.9pp | 60.3%+37.3pp |
| Annual return | 15.11% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $6,275 | $2,160+190.5% | $2,721+130.6% | $2,241+180.0% |
| Participant deferral / active EE | $4,110 | $2,788+47.4% | $4,175-1.6% | $3,767+9.1% |
| Admin fee / account holder | $75 | $2,290-96.7% | $5,349-98.6% | $2,969-97.5% |