Filed April 13, 2004
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 & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $51 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,662 | $74,552+59.2% | $62,995+88.4% | $69,631+70.4% |
| Participation rate | 50.9% | 78.3%-27.4pp | 74.8%-23.9pp | 70.7%-19.8pp |
| Annual return | 15.55% | 15.77%-0.2pp | 87.57%-72.0pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,614 | $2,929+23.4% | $2,759+31.0% | $2,032+77.9% |
| Participant deferral / active EE | $1,391 | $2,974-53.2% | $3,329-58.2% | $3,224-56.8% |
| Admin fee / account holder | $8 | $59-87.3% | $3,600-99.8% | $110-93.2% |