Filed December 15, 2004
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 64 · EIN 13-1624203 | Recordkeeping Fees | $22,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,728 | $52,467+76.7% | $57,179+62.2% | $55,167+68.1% |
| Participation rate | 61.3% | 75.8%-14.5pp | 75.3%-14.0pp | 69.0%-7.7pp |
| Annual return | 7.18% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,339 | $2,477+34.8% | $2,682+24.5% | $1,963+70.1% |
| Participant deferral / active EE | $4,952 | $2,830+75.0% | $3,096+60.0% | $3,054+62.2% |
| Admin fee / account holder | $72 | $269-73.1% | $3,139-97.7% | $504-85.7% |