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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-CREF Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $3,988 |
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 | $56,463 | $44,873+25.8% | $79,464-28.9% | $56,287+0.3% |
| Participation rate | 98.1% | 68.7%+29.3pp | 73.3%+24.7pp | 69.9%+28.2pp |
| Annual return | -2.19% | 0.81%-3.0pp | 718.14%-720.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $4,112 | $2,140+92.1% | $2,800+46.8% | $2,111+94.8% |
| Participant deferral / active EE | $8,533 | $2,746+210.8% | $3,704+130.4% | $3,350+154.7% |
| Admin fee / account holder | $20 | $418-95.2% | $5,113-99.6% | $521-96.1% |