Filed November 27, 2002
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 INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $279 |
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 | $25,204 | $44,221-43.0% | $121,196-79.2% | $56,287-55.2% |
| Participation rate | 95.0% | 61.1%+33.9pp | 71.7%+23.2pp | 69.9%+25.1pp |
| Annual return | -3.92% | -3.58%-0.3pp | 16.93%-20.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,487 | $1,480+68.1% | $4,022-38.2% | $2,111+17.8% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,344-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $480-99.7% | $5,019-100.0% | $521-99.8% |