Filed October 23, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $5,015 |
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 | $73,275 | $49,227+48.9% | $70,449+4.0% | $79,858-8.2% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 13.78% | 30.06%-16.3pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,497 | $2,099+19.0% | $2,737-8.7% | $2,471+1.1% |
| Participant deferral / active EE | $4,453 | $2,768+60.9% | $3,709+20.1% | $3,740+19.1% |
| Admin fee / account holder | $36 | $2,878-98.7% | $3,845-99.1% | $5,306-99.3% |