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 | $190,806 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 60 · EIN 13-1624203 | Sub-TA Fees | $4,173 |
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 | $49,269 | $37,884+30.1% | $79,464-38.0% | $75,289-34.6% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.3%+17.7pp | 72.4%+18.6pp |
| Annual return | -5.02% | 1.06%-6.1pp | 718.14%-723.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,145 | $2,569+178.1% | $3,704+92.9% | $3,739+91.1% |
| Admin fee / account holder | $32 | $77-58.5% | $5,113-99.4% | $102-68.9% |