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 | $189,684 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,506 |
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 | $59,296 | $44,794+32.4% | $90,281-34.3% | $77,787-23.8% |
| Participation rate | 92.3% | 66.6%+25.7pp | 73.3%+19.0pp | 73.2%+19.1pp |
| Annual return | 20.50% | 28.23%-7.7pp | 78.10%-57.6pp | 32.57%-12.1pp |
| Employer contribution / active EE | $8,123 | $1,809+349.1% | $2,854+184.6% | $2,504+224.4% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $31 | $94-67.0% | $5,351-99.4% | $100-68.8% |