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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $393,697 |
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 | $74,374 | $83,057-10.5% | $143,757-48.3% | $89,394-16.8% |
| Participation rate | 86.9% | 74.0%+12.8pp | 80.3%+6.6pp | 71.3%+15.6pp |
| Annual return | 7.05% | -13.97%+21.0pp | -0.04%+7.1pp | -11.89%+18.9pp |
| Employer contribution / active EE | $2,785 | $2,095+32.9% | $4,951-43.7% | $3,022-7.8% |
| Participant deferral / active EE | $6,339 | $4,281+48.1% | $5,637+12.4% | $5,123+23.7% |
| Admin fee / account holder | $1 | $83-98.5% | $14,673-100.0% | $79-98.4% |