Filed January 9, 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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $27,422 |
CLEARVIEW GROUP2 years Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $10,377 |
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 | $38,118 | $54,237-29.7% | $90,281-57.8% | $67,579-43.6% |
| Participation rate | 99.5% | 68.6%+30.9pp | 73.3%+26.2pp | 71.3%+28.2pp |
| Annual return | 20.13% | 37.27%-17.1pp | 78.10%-58.0pp | 378.56%-358.4pp |
| Employer contribution / active EE | $3,124 | $1,846+69.2% | $2,854+9.4% | $2,148+45.5% |
| Participant deferral / active EE | $5,102 | $2,625+94.4% | $3,885+31.3% | $3,539+44.1% |
| Admin fee / account holder | $54 | $123-56.2% | $5,351-99.0% | $142-62.0% |