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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $200,202 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $21,077 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $9,012 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $207,505 | $113,293+83.2% | $67,502+207.4% | $199,593+4.0% |
| Participation rate | 84.5% | 73.3%+11.2pp | 72.9%+11.6pp | 72.0%+12.5pp |
| Annual return | 11.97% | 15.88%-3.9pp | 3512.12%-3500.2pp | 34.25%-22.3pp |
| Employer contribution / active EE | $8,177 | $3,401+140.4% | $2,731+199.4% | $3,034+169.5% |
| Participant deferral / active EE | $3,848 | $4,159-7.5% | $4,000-3.8% | $5,087-24.4% |
| Admin fee / account holder | $127 | $103+24.0% | $3,998-96.8% | $269-52.7% |