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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $285,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,787 | $68,062+36.3% | $185,823-50.1% | $106,520-12.9% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.7%+10.7pp | 71.3%+21.1pp |
| Annual return | 14.92% | 18.20%-3.3pp | 122.05%-107.1pp | 19.28%-4.4pp |
| Employer contribution / active EE | $2,809 | $1,997+40.7% | $5,167-45.6% | $2,840-1.1% |
| Participant deferral / active EE | $6,318 | $3,990+58.3% | $5,568+13.5% | $4,948+27.7% |
| Admin fee / account holder | $1 | $53-98.1% | $16,237-100.0% | $75-98.7% |