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 | $16,280 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $1,606 |
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 | $155,615 | $70,083+122.0% | $59,878+159.9% | $55,725+179.3% |
| Participation rate | 98.2% | 78.4%+19.9pp | 74.7%+23.5pp | 70.9%+27.4pp |
| Annual return | -1.47% | 3.13%-4.6pp | 3.46%-4.9pp | 244.93%-246.4pp |
| Employer contribution / active EE | $7,311 | $2,878+154.0% | $2,722+168.6% | $2,078+251.8% |
| Participant deferral / active EE | $3,522 | $3,079+14.4% | $3,402+3.5% | $3,356+5.0% |
| Admin fee / account holder | $11 | $70-84.4% | $3,590-99.7% | $115-90.5% |