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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $67,465 |
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 | $125,050 | $87,173+43.5% | $59,878+108.8% | $75,289+66.1% |
| Participation rate | 92.8% | 74.5%+18.3pp | 74.7%+18.1pp | 72.4%+20.3pp |
| Annual return | -2.37% | -2.14%-0.2pp | 3.46%-5.8pp | -0.04%-2.3pp |
| Employer contribution / active EE | $4,895 | $3,473+40.9% | $2,722+79.8% | $2,405+103.5% |
| Participant deferral / active EE | $2,904 | $3,379-14.1% | $3,402-14.6% | $3,739-22.3% |
| Admin fee / account holder | $34 | $75-54.1% | $3,590-99.0% | $102-66.4% |