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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $2,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,176 | $50,637+1.1% | $86,590-40.9% | $62,292-17.8% |
| Participation rate | 97.6% | 67.9%+29.8pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 17.24% | 20.80%-3.6pp | 964.84%-947.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,551 | $2,075+71.1% | $2,839+25.1% | $2,042+73.9% |
| Participant deferral / active EE | $7,514 | $2,611+187.8% | $3,609+108.2% | $3,169+137.1% |
| Admin fee / account holder | $15 | $413-96.5% | $4,906-99.7% | $479-97.0% |