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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $6,171 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,885 | $53,822+44.7% | $75,696+2.9% | $85,850-9.3% |
| Participation rate | 73.1% | 69.1%+4.0pp | 74.8%-1.8pp | 69.3%+3.8pp |
| Annual return | 12.23% | 24.54%-12.3pp | 104.53%-92.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,905 | $2,017-5.5% | $2,743-30.5% | $2,565-25.7% |
| Participant deferral / active EE | $4,015 | $2,895+38.7% | $3,821+5.1% | $3,952+1.6% |
| Admin fee / account holder | $45 | $3,343-98.7% | $3,619-98.8% | $6,260-99.3% |