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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $21,130 |
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 | $132,738 | $85,199+55.8% | $57,179+132.1% | $63,975+107.5% |
| Participation rate | 97.3% | 74.0%+23.3pp | 75.3%+22.0pp | 71.1%+26.2pp |
| Annual return | 7.35% | 10.43%-3.1pp | 14.59%-7.2pp | 48.65%-41.3pp |
| Employer contribution / active EE | $5,329 | $3,446+54.6% | $2,682+98.7% | $2,182+144.3% |
| Participant deferral / active EE | $1,099 | $3,109-64.7% | $3,096-64.5% | $3,356-67.3% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |