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 |
|---|---|---|
Filed as: TEACHERS INS. & ANNUITY ASSOC. Service code 15 · EIN 13-1624203 | Recordkeeping | $128,089 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $64,487 |
TIAA3+ years Filed as: TIAA-CREF INV. MGMT LLC. Service code 15 · EIN 13-3586142 | Recordkeeping | $48,339 |
TIAA3+ years Filed as: TIAA-CREF MF TEACHER ADVISORS, INC Service code 15 · EIN 13-3760073 | Recordkeeping | $17,603 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $85,803 | $50,637+69.4% | $86,590-0.9% | $62,292+37.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.63% | 20.80%-5.2pp | 964.84%-949.2pp | 28.90%-13.3pp |
| Employer contribution / active EE | $8,272 | $2,075+298.6% | $2,839+191.3% | $2,042+305.0% |
| Participant deferral / active EE | $4,936 | $2,611+89.0% | $3,609+36.8% | $3,169+55.7% |
| Admin fee / account holder | $82 | $413-80.1% | $4,906-98.3% | $479-82.8% |