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 |
|---|---|---|
TIAA3 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $88,796 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $28,460 |
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 | $164,411 | $84,948+93.5% | $70,449+133.4% | $73,409+124.0% |
| Participation rate | 99.8% | 79.9%+19.9pp | 75.1%+24.8pp | 72.2%+27.7pp |
| Annual return | 12.45% | 13.39%-0.9pp | 109.03%-96.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,278 | $2,834+15.7% | $2,737+19.8% | $2,234+46.7% |
| Participant deferral / active EE | $6,439 | $3,387+90.1% | $3,709+73.6% | $3,805+69.2% |
| Admin fee / account holder | $75 | $98-23.3% | $3,845-98.0% | $158-52.3% |