Filed April 24, 2003
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 ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $87,915 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $51,868 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,863 | $67,984+207.2% | $65,493+218.9% | $74,304+181.1% |
| Participation rate | 85.5% | 66.3%+19.2pp | 73.1%+12.4pp | 60.3%+25.1pp |
| Annual return | 9.91% | 19.87%-10.0pp | 982.45%-972.5pp | 29.43%-19.5pp |
| Employer contribution / active EE | $7,376 | $2,491+196.1% | $2,574+186.5% | $2,241+229.1% |
| Participant deferral / active EE | $3,949 | $3,346+18.0% | $3,961-0.3% | $3,767+4.8% |
| Admin fee / account holder | $361 | $1,373-73.7% | $5,028-92.8% | $2,969-87.8% |