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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $71,799 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,765 | $120,057+69.7% | $75,696+169.2% | $93,030+119.0% |
| Participation rate | 91.4% | 77.3%+14.1pp | 74.8%+16.6pp | 73.9%+17.5pp |
| Annual return | 12.70% | 19.62%-6.9pp | 104.53%-91.8pp | 158.70%-146.0pp |
| Employer contribution / active EE | $7,886 | $3,253+142.4% | $2,743+187.5% | $2,706+191.5% |
| Participant deferral / active EE | $1,618 | $4,089-60.4% | $3,821-57.7% | $4,562-64.5% |
| Admin fee / account holder | $0 | $81-100.0% | $3,619-100.0% | $152-100.0% |