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 |
|---|---|---|
TIAA2+ years Filed as: TIAA CREF Service code 53 · EIN 13-1624203 | Insurance Commissions | $330,617 |
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 | $87,181 | $68,408+27.4% | $57,179+52.5% | $57,658+51.2% |
| Participation rate | 95.0% | 79.1%+15.8pp | 75.3%+19.6pp | 70.2%+24.7pp |
| Annual return | 7.16% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,595 | $2,903+127.1% | $3,096+113.0% | $3,061+115.5% |
| Admin fee / account holder | $1 | $70-99.3% | $3,139-100.0% | $95-99.5% |