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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $20,577 |
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 | $163,173 | $204,517-20.2% | $69,455+134.9% | $77,787+109.8% |
| Participation rate | 96.8% | 74.6%+22.2pp | 74.6%+22.2pp | 73.2%+23.6pp |
| Annual return | 16.77% | 22.10%-5.3pp | 28.97%-12.2pp | 32.57%-15.8pp |
| Employer contribution / active EE | $6,067 | $3,548+71.0% | $2,779+118.3% | $2,504+142.2% |
| Participant deferral / active EE | $1,246 | $3,478-64.2% | $3,535-64.8% | $3,967-68.6% |
| Admin fee / account holder | $0 | $101-100.0% | $3,839-100.0% | $100-100.0% |