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 | $202,421 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,186 | $47,634+41.0% | $90,404-25.7% | $90,288-25.6% |
| Participation rate | 91.6% | 67.5%+24.1pp | 72.7%+18.9pp | 73.4%+18.3pp |
| Annual return | 15.02% | 19.61%-4.6pp | 1293.02%-1278.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $7,308 | $1,749+317.9% | $3,262+124.0% | $2,524+189.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $33 | $106-68.5% | $5,611-99.4% | $114-70.7% |