Filed May 29, 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 28 · EIN 33-0818667 | Investment Management | $12,605 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $13 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,657 | $85,199+42.8% | $57,179+112.8% | $63,975+90.2% |
| Participation rate | 92.6% | 74.0%+18.5pp | 75.3%+17.2pp | 71.1%+21.4pp |
| Annual return | 8.93% | 10.43%-1.5pp | 14.59%-5.7pp | 48.65%-39.7pp |
| Employer contribution / active EE | $4,934 | $3,446+43.2% | $2,682+84.0% | $2,182+126.2% |
| Participant deferral / active EE | $2,891 | $3,109-7.0% | $3,096-6.6% | $3,356-13.9% |
| Admin fee / account holder | $10 | $39-74.8% | $3,139-99.7% | $70-86.2% |