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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $15,974 |
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 | $141,755 | $87,173+62.6% | $59,878+136.7% | $75,289+88.3% |
| Participation rate | 97.1% | 74.5%+22.6pp | 74.7%+22.4pp | 72.4%+24.7pp |
| Annual return | -3.12% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $5,834 | $3,473+68.0% | $2,722+114.4% | $2,405+142.6% |
| Participant deferral / active EE | $1,193 | $3,379-64.7% | $3,402-64.9% | $3,739-68.1% |
| Admin fee / account holder | $0 | $75-100.0% | $3,590-100.0% | $102-100.0% |