Filed August 14, 2003
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 15 · EIN 13-1624203 | Recordkeeping | $839,076 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,110 | $73,283+16.1% | $155,509-45.3% | $106,382-20.0% |
| Participation rate | 83.0% | 73.3%+9.8pp | 78.2%+4.9pp | 69.9%+13.2pp |
| Annual return | 14.60% | 15.77%-1.2pp | 64.67%-50.1pp | 17.37%-2.8pp |
| Employer contribution / active EE | $3,563 | $2,247+58.5% | $4,672-23.8% | $3,364+5.9% |
| Participant deferral / active EE | $6,629 | $4,580+44.7% | $5,626+17.8% | $5,569+19.0% |
| Admin fee / account holder | $20 | $56-64.5% | $15,912-99.9% | $79-74.9% |