Filed October 26, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $189,290 |
Service code 15 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 926147227 | Recordkeeping | $65,000 |
Filed as: WEYRICH, CRONIN & SORRA LLC Service code 15 · EIN 81-4643077 1301 YORK RD STE 800 · LUTHERVILLE, MD 210936011 | Recordkeeping | $15,800 |
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 | $56,237 | $96,458-41.7% | $136,294-58.7% | $77,958-27.9% |
| Participation rate | 97.8% | 75.4%+22.5pp | 81.9%+15.9pp | 71.6%+26.2pp |
| Annual return | 17.94% | 23.78%-5.8pp | 5155.94%-5138.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $4,075 | $3,144+29.6% | $4,695-13.2% | $2,310+76.4% |
| Participant deferral / active EE | $5,147 | $5,902-12.8% | $6,247-17.6% | $3,537+45.5% |
| Admin fee / account holder | $60 | $80-25.2% | $9,243-99.3% | $97-38.2% |