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 | Distribution (12b-1) fees; Participan... | $51,107 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: TEACHERS INS. & ANNUITY ASSOC. Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
TIAA2+ years Filed as: TIAA-CREF INV. MGMT LLC. Service code 15 · EIN 13-3586142 | Recordkeeping | $0 |
TIAA2+ 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 | $87,130 | $43,423+100.7% | $78,689+10.7% | $55,167+57.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.16% | 11.53%-3.4pp | 62.18%-54.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $9,186 | $1,997+360.1% | $2,851+222.3% | $1,963+368.1% |
| Participant deferral / active EE | $5,733 | $2,509+128.5% | $3,517+63.0% | $3,054+87.7% |
| Admin fee / account holder | $289 | $416-30.5% | $4,510-93.6% | $504-42.6% |