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 | Claims processing; Distribution (12b-... | $77,115 |
NATIONAL FINANCIAL SERVICES4+ 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 |
TIAA4+ years Filed as: TIAA-CREF INV. MGMT LLC. Service code 15 · EIN 13-3586142 | Recordkeeping | $0 |
TIAA4+ 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 | $82,505 | $44,873+83.9% | $79,464+3.8% | $56,287+46.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.25% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $9,608 | $2,140+349.0% | $2,800+243.1% | $2,111+355.2% |
| Participant deferral / active EE | $6,052 | $2,746+120.4% | $3,704+63.4% | $3,350+80.7% |
| Admin fee / account holder | $100 | $418-76.2% | $5,113-98.1% | $521-80.9% |