Filed July 1, 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 |
|---|---|---|
Service code 28 · EIN 59-2937883 | Investment Management | $12,500 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $2,432 |
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 | $84,339 | $74,552+13.1% | $62,995+33.9% | $69,631+21.1% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+27.9pp |
| Annual return | 15.60% | 15.77%-0.2pp | 87.57%-72.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $8,693 | $2,929+196.8% | $2,759+215.1% | $2,032+327.8% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $16 | $59-73.7% | $3,600-99.6% | $110-85.8% |