Filed April 5, 2006
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $1,204 |
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 | $33,125 | $41,854-20.9% | $73,843-55.1% | $52,331-36.7% |
| Participation rate | 98.5% | 66.2%+32.2pp | 73.4%+25.0pp | 68.1%+30.4pp |
| Annual return | 3.68% | 2.11%+1.6pp | 2267.84%-2264.2pp | 4.54%-0.9pp |
| Employer contribution / active EE | $4,039 | $1,920+110.3% | $2,787+44.9% | $1,882+114.6% |
| Participant deferral / active EE | $8,539 | $2,498+241.8% | $3,583+138.3% | $3,022+182.6% |
| Admin fee / account holder | $8 | $493-98.3% | $4,880-99.8% | $592-98.6% |