Filed January 23, 2004 (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+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $17,277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,304 | $112,772+12.0% | $57,343+120.3% | $59,188+113.4% |
| Participation rate | 97.3% | 71.3%+25.9pp | 75.1%+22.2pp | 69.4%+27.8pp |
| Annual return | 2.02% | 0.85%+1.2pp | 24.39%-22.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $5,123 | $3,400+50.7% | $2,689+90.6% | $2,098+144.2% |
| Participant deferral / active EE | $1,054 | $3,010-65.0% | $3,162-66.7% | $3,265-67.7% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-100.0% |