Filed November 14, 2003
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $166,966 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189067 | Advisory (Plan) | $37,760 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $32,210 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $20,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,966 | $44,007+36.3% | $154,107-61.1% | $68,904-13.0% |
| Participation rate | 65.7% | 70.0%-4.3pp | 83.0%-17.3pp | 74.1%-8.4pp |
| Annual return | -2.46% | 8.15%-10.6pp | 735.12%-737.6pp | 1.07%-3.5pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,567 | $2,813+26.8% | $5,081-29.8% | $4,015-11.2% |
| Admin fee / account holder | $23 | $65-64.6% | $13,411-99.8% | $71-67.8% |