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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $55,010 |
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 | $181,512 | $105,581+71.9% | $70,449+157.7% | $90,288+101.0% |
| Participation rate | 97.0% | 77.5%+19.4pp | 75.1%+21.9pp | 73.4%+23.6pp |
| Annual return | 12.61% | 14.78%-2.2pp | 109.03%-96.4pp | 53.97%-41.4pp |
| Employer contribution / active EE | $5,941 | $3,304+79.8% | $2,737+117.1% | $2,524+135.4% |
| Participant deferral / active EE | $1,220 | $3,813-68.0% | $3,709-67.1% | $4,232-71.2% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |