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 | $16,667 |
Service code 14 · EIN 36-2181973 | Plan Administrator | $9,425 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $3,183 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,553 | $70,083+12.1% | $59,878+31.2% | $55,725+41.0% |
| Participation rate | 98.5% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.6pp |
| Annual return | -5.06% | 3.13%-8.2pp | 3.46%-8.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $8,941 | $2,878+210.6% | $2,722+228.5% | $2,078+330.2% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $34 | $70-51.1% | $3,590-99.0% | $115-70.1% |