Filed May 4, 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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $121 |
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 | $86,096 | $57,281+50.3% | $86,612-0.6% | $75,163+14.5% |
| Participation rate | 96.9% | 63.2%+33.7pp | 71.7%+25.2pp | 67.2%+29.7pp |
| Annual return | 16.67% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $11,443 | $2,314+394.4% | $3,022+278.6% | $2,670+328.6% |
| Participant deferral / active EE | $9,546 | $3,318+187.7% | $4,438+115.1% | $4,125+131.4% |
| Admin fee / account holder | $1 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |