Filed April 21, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $184,450 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $55,750 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 50 · EIN 04-2647786 | Direct Payment | $8,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,267 | $115,444+93.4% | $65,493+240.9% | $102,872+117.0% |
| Participation rate | 87.0% | 71.2%+15.9pp | 73.1%+14.0pp | 73.0%+14.0pp |
| Annual return | 13.65% | 15.94%-2.3pp | 982.45%-968.8pp | 19.06%-5.4pp |
| Employer contribution / active EE | $8,876 | $3,409+160.4% | $2,574+244.8% | $3,526+151.7% |
| Participant deferral / active EE | $4,012 | $4,118-2.6% | $3,961+1.3% | $5,535-27.5% |
| Admin fee / account holder | $135 | $123+9.7% | $5,028-97.3% | $292-53.8% |