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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $619,030 |
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 | $70,483 | $68,330+3.2% | $149,673-52.9% | $96,393-26.9% |
| Participation rate | 83.4% | 74.6%+8.8pp | 78.8%+4.7pp | 71.3%+12.1pp |
| Annual return | 19.00% | 29.64%-10.6pp | 134.42%-115.4pp | 22.88%-3.9pp |
| Employer contribution / active EE | $3,015 | $2,139+40.9% | $4,818-37.4% | $3,238-6.9% |
| Participant deferral / active EE | $5,732 | $4,422+29.6% | $5,680+0.9% | $5,455+5.1% |
| Admin fee / account holder | $0 | $52-99.7% | $13,210-100.0% | $74-99.8% |