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 | $18,390 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $1,075 |
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 | $172,442 | $74,552+131.3% | $62,995+173.7% | $69,631+147.7% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 13.19% | 15.77%-2.6pp | 87.57%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $7,436 | $2,929+153.9% | $2,759+169.5% | $2,032+265.9% |
| Participant deferral / active EE | $3,554 | $2,974+19.5% | $3,329+6.8% | $3,224+10.3% |
| Admin fee / account holder | $12 | $59-79.9% | $3,600-99.7% | $110-89.2% |