Filed March 9, 2006
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 15 · EIN 13-1624203 | Recordkeeping | $11,895 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,313 | $70,475-7.3% | $100,516-35.0% | $79,858-18.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.77% | 21.90%-8.1pp | 30.89%-17.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,363 | $2,165+9.2% | $3,418-30.9% | $2,471-4.4% |
| Participant deferral / active EE | $3,632 | $5,181-29.9% | $6,270-42.1% | $3,740-2.9% |
| Admin fee / account holder | $33 | $4,478-99.3% | $8,081-99.6% | $5,306-99.4% |