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 | $13,835 |
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $842 |
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 | $169,013 | $95,542+76.9% | $69,455+143.3% | $67,579+150.1% |
| Participation rate | 98.4% | 79.4%+19.0pp | 74.6%+23.8pp | 71.3%+27.1pp |
| Annual return | 15.83% | 17.67%-1.8pp | 28.97%-13.1pp | 378.56%-362.7pp |
| Employer contribution / active EE | $7,468 | $2,989+149.9% | $2,779+168.7% | $2,148+247.7% |
| Participant deferral / active EE | $3,720 | $3,263+14.0% | $3,535+5.2% | $3,539+5.1% |
| Admin fee / account holder | $9 | $90-90.5% | $3,839-99.8% | $142-94.0% |