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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $1,786 |
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 | $40,366 | $43,423-7.0% | $78,689-48.7% | $55,167-26.8% |
| Participation rate | 97.5% | 68.0%+29.5pp | 73.6%+23.9pp | 69.0%+28.5pp |
| Annual return | 11.08% | 11.53%-0.4pp | 62.18%-51.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $3,550 | $1,997+77.8% | $2,851+24.5% | $1,963+80.9% |
| Participant deferral / active EE | $7,808 | $2,509+211.3% | $3,517+122.0% | $3,054+155.7% |
| Admin fee / account holder | $10 | $416-97.5% | $4,510-99.8% | $504-98.0% |