Filed October 19, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $188,894 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 60 · EIN 13-1624203 | Sub-TA Fees | $243 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,858 | $41,256+25.7% | $86,590-40.1% | $77,958-33.5% |
| Participation rate | 92.0% | 63.0%+29.0pp | 73.5%+18.5pp | 71.6%+20.4pp |
| Annual return | 16.76% | 17.67%-0.9pp | 964.84%-948.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $6,721 | $1,613+316.8% | $2,839+136.7% | $2,310+190.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $31 | $71-56.1% | $4,906-99.4% | $97-68.1% |