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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,460 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $11 |
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 | $158,432 | $68,408+131.6% | $57,179+177.1% | $57,658+174.8% |
| Participation rate | 99.2% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.0pp |
| Annual return | 6.92% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,366 | $2,869+156.8% | $2,682+174.6% | $1,974+273.2% |
| Participant deferral / active EE | $3,489 | $2,903+20.2% | $3,096+12.7% | $3,061+14.0% |
| Admin fee / account holder | $7 | $70-90.0% | $3,139-99.8% | $95-92.6% |