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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $42,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,300 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $8,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,306 | $94,833+108.1% | $75,696+160.7% | $86,799+127.3% |
| Participation rate | 95.3% | 79.1%+16.2pp | 74.8%+20.5pp | 72.3%+23.0pp |
| Annual return | 12.37% | 16.91%-4.5pp | 104.53%-92.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $5,306 | $2,904+82.7% | $2,743+93.5% | $2,405+120.6% |
| Participant deferral / active EE | $4,239 | $3,632+16.7% | $3,821+10.9% | $4,131+2.6% |
| Admin fee / account holder | $36 | $109-67.1% | $3,619-99.0% | $170-78.9% |