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 |
|---|---|---|
TIAA3+ years Filed as: TIAA CREF Service code 53 · EIN 13-1624203 | Insurance Commissions | $312,045 |
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 | $95,832 | $74,552+28.5% | $62,995+52.1% | $69,631+37.6% |
| Participation rate | 90.8% | 78.3%+12.6pp | 74.8%+16.0pp | 70.7%+20.1pp |
| Annual return | 13.18% | 15.77%-2.6pp | 87.57%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,151 | $2,974+106.8% | $3,329+84.8% | $3,224+90.8% |
| Admin fee / account holder | $0 | $59-99.3% | $3,600-100.0% | $110-99.6% |