Filed February 17, 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 |
|---|---|---|
TIAA10+ years Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $162,656 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 17 · EIN 33-0785439 701 B ST FL 6TH · SAN DIEGO, CA 921018101 | Pension Consulting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,663 | $91,621+115.7% | $67,511+192.8% | $77,671+154.5% |
| Participation rate | 98.6% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 14.14% | 14.87%-0.7pp | 3517.41%-3503.3pp | 31.21%-17.1pp |
| Employer contribution / active EE | $10,849 | $3,184+240.8% | $2,733+297.0% | $2,726+297.9% |
| Participant deferral / active EE | $8,019 | $3,906+105.3% | $4,000+100.5% | $4,648+72.5% |
| Admin fee / account holder | $214 | $176+21.1% | $3,999-94.7% | $430-50.4% |