Filed November 12, 2004
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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $11,675 |
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 | $30,508 | $63,259-51.8% | $178,490-82.9% | $93,223-67.3% |
| Participation rate | 97.2% | 72.1%+25.1pp | 81.9%+15.3pp | 74.9%+22.3pp |
| Annual return | 17.74% | 19.93%-2.2pp | 151.07%-133.3pp | 19.29%-1.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,546 | $3,372+34.8% | $5,202-12.6% | $4,563-0.4% |
| Admin fee / account holder | $25 | $58-56.6% | $13,984-99.8% | $79-68.2% |