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 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,775 |
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 | $83,797 | $155,795-46.2% | $136,294-38.5% | $69,631+20.3% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 70.7%+27.5pp |
| Annual return | 16.50% | 232464.33%-232447.8pp | 5155.94%-5139.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $4,856 | $2,991+62.3% | $4,695+3.4% | $2,032+138.9% |
| Participant deferral / active EE | $4,696 | $5,394-12.9% | $6,247-24.8% | $3,224+45.7% |
| Admin fee / account holder | $5 | $128-96.3% | $9,243-99.9% | $110-95.7% |