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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INS. & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $3,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,108 | $80,177-10.1% | $123,892-41.8% | $57,658+25.1% |
| Participation rate | 98.3% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 9.77% | 17.90%-8.1pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $4,470 | $2,913+53.5% | $4,617-3.2% | $1,974+126.5% |
| Participant deferral / active EE | $3,836 | $5,130-25.2% | $5,984-35.9% | $3,061+25.3% |
| Admin fee / account holder | $17 | $106-83.5% | $8,357-99.8% | $95-81.5% |