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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $1,066 |
Annual investment return 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 | $27,517 | $46,722-41.1% | $130,648-78.9% | $65,185-57.8% |
| Participation rate | 96.9% | 60.9%+35.9pp | 71.7%+25.1pp | 70.2%+26.7pp |
| Annual return | 16.72% | 24.17%-7.4pp | 1708.96%-1692.2pp | 29.38%-12.7pp |
| Employer contribution / active EE | $2,452 | $1,488+64.9% | $4,092-40.1% | $2,177+12.7% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $453-99.0% | $5,464-99.9% | $847-99.5% |