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 | $621,285 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $89,320 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,520 | $66,124+64.1% | $90,404+20.0% | $73,488+47.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 12.19% | 17.65%-5.5pp | 1293.02%-1280.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $10,218 | $2,346+335.5% | $3,262+213.2% | $2,270+350.1% |
| Participant deferral / active EE | $6,574 | $3,039+116.3% | $3,963+65.9% | $3,740+75.8% |
| Admin fee / account holder | $121 | $396-69.5% | $5,611-97.8% | $513-76.4% |