Filed October 18, 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 |
|---|---|---|
TIAA1+ years Filed as: TIAA CREF Service code 53 · EIN 13-1624203 | Insurance Commissions | $336,332 |
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 | $86,121 | $67,166+28.2% | $57,343+50.2% | $55,191+56.0% |
| Participation rate | 93.6% | 77.7%+15.9pp | 75.1%+18.5pp | 69.2%+24.4pp |
| Annual return | 2.76% | 4.22%-1.5pp | 24.39%-21.6pp | 10.78%-8.0pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,741 | $2,835+137.8% | $3,162+113.2% | $3,046+121.3% |
| Admin fee / account holder | $0 | $44-98.9% | $3,356-100.0% | $91-99.5% |