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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $24,436 |
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 | $149,357 | $92,091+62.2% | $62,995+137.1% | $77,958+91.6% |
| Participation rate | 97.2% | 74.5%+22.7pp | 74.8%+22.4pp | 71.6%+25.5pp |
| Annual return | 14.33% | 16.23%-1.9pp | 87.57%-73.2pp | 20.87%-6.5pp |
| Employer contribution / active EE | $5,666 | $3,424+65.5% | $2,759+105.4% | $2,310+145.2% |
| Participant deferral / active EE | $1,160 | $3,361-65.5% | $3,329-65.2% | $3,537-67.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |