Filed December 5, 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+ years Filed as: TIAA - TEACHERS INS. & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $4,175 |
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 | $77,846 | $88,324-11.9% | $115,037-32.3% | $55,191+41.0% |
| Participation rate | 81.5% | 72.5%+9.0pp | 81.4%+0.1pp | 69.2%+12.4pp |
| Annual return | 0.48% | 6.30%-5.8pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $4,636 | $2,805+65.3% | $4,608+0.6% | $1,899+144.2% |
| Participant deferral / active EE | $4,467 | $5,042-11.4% | $6,026-25.9% | $3,046+46.6% |
| Admin fee / account holder | $4 | $105-96.1% | $8,175-99.9% | $91-95.4% |