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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $4,089 |
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 | $76,295 | $51,620+47.8% | $90,281-15.5% | $65,185+17.0% |
| Participation rate | 98.0% | 68.6%+29.3pp | 73.3%+24.7pp | 70.2%+27.8pp |
| Annual return | 24.64% | 24.94%-0.3pp | 78.10%-53.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $4,055 | $2,235+81.5% | $2,854+42.1% | $2,177+86.3% |
| Participant deferral / active EE | $9,667 | $2,871+236.8% | $3,885+148.8% | $3,514+175.1% |
| Admin fee / account holder | $21 | $384-94.7% | $5,351-99.6% | $847-97.6% |