Filed February 3, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $53,295 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: TEACHERS INS. & ANNUITY ASSOC. Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA-CREF INV. MGMT LLC. Service code 15 · EIN 13-3586142 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA-CREF MF TEACHER ADVISORS, INC Service code 15 · EIN 13-3760073 | Recordkeeping | $0 |
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 | $82,923 | $41,854+98.1% | $73,843+12.3% | $52,331+58.5% |
| Participation rate | 99.5% | 66.2%+33.3pp | 73.4%+26.1pp | 68.1%+31.4pp |
| Annual return | 1.69% | 2.11%-0.4pp | 2267.84%-2266.2pp | 4.54%-2.9pp |
| Employer contribution / active EE | $8,360 | $1,920+335.4% | $2,787+199.9% | $1,882+344.3% |
| Participant deferral / active EE | $5,400 | $2,498+116.1% | $3,583+50.7% | $3,022+78.7% |
| Admin fee / account holder | $213 | $493-56.7% | $4,880-95.6% | $592-64.0% |