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 | Account maintenance fees; Claims proc... | $81,116 |
NATIONAL FINANCIAL SERVICES5+ 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 |
TIAA5+ years Filed as: TIAA-CREF INV. MGMT LLC. Service code 15 · EIN 13-3586142 | Recordkeeping | $0 |
TIAA5+ 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 | $98,797 | $51,620+91.4% | $90,281+9.4% | $65,185+51.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 18.22% | 24.94%-6.7pp | 78.10%-59.9pp | 29.38%-11.2pp |
| Employer contribution / active EE | $9,402 | $2,235+320.7% | $2,854+229.4% | $2,177+332.0% |
| Participant deferral / active EE | $6,393 | $2,871+122.7% | $3,885+64.5% | $3,514+81.9% |
| Admin fee / account holder | $108 | $384-71.8% | $5,351-98.0% | $847-87.2% |