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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $153,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,157 | $79,124+115.1% | $60,874+179.5% | $64,808+162.6% |
| Participation rate | 96.8% | 77.7%+19.1pp | 73.1%+23.7pp | 71.5%+25.3pp |
| Annual return | -10.01% | -7.13%-2.9pp | 16.90%-26.9pp | 32.82%-42.8pp |
| Employer contribution / active EE | $8,864 | $3,050+190.6% | $2,701+228.1% | $2,506+253.7% |
| Participant deferral / active EE | $4,262 | $3,725+14.4% | $3,817+11.7% | $4,310-1.1% |
| Admin fee / account holder | $91 | $106-13.7% | $3,224-97.2% | $188-51.5% |