Filed October 22, 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 |
|---|---|---|
TIAA7 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $131,599 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $32,140 |
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 | $183,736 | $91,762+100.2% | $67,502+172.2% | $77,643+136.6% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 12.81% | 14.87%-2.1pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $6,853 | $3,181+115.5% | $2,731+151.0% | $2,726+151.4% |
| Participant deferral / active EE | $6,568 | $3,903+68.3% | $4,000+64.2% | $4,647+41.3% |
| Admin fee / account holder | $93 | $176-47.1% | $3,998-97.7% | $430-78.4% |