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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $51,462 |
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 | $178,111 | $98,780+80.3% | $60,874+192.6% | $77,904+128.6% |
| Participation rate | 90.1% | 76.7%+13.4pp | 73.1%+16.9pp | 73.7%+16.4pp |
| Annual return | -10.86% | -11.56%+0.7pp | 16.90%-27.8pp | 12.21%-23.1pp |
| Employer contribution / active EE | $8,026 | $3,605+122.6% | $2,701+197.1% | $2,848+181.8% |
| Participant deferral / active EE | $1,649 | $4,200-60.7% | $3,817-56.8% | $4,806-65.7% |
| Admin fee / account holder | $0 | $89-100.0% | $3,224-100.0% | $133-100.0% |