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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $6,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,953 | $42,894+51.4% | $60,874+6.7% | $68,494-5.2% |
| Participation rate | 66.3% | 66.8%-0.5pp | 73.1%-6.9pp | 67.9%-1.6pp |
| Annual return | -11.37% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,860 | $1,978-6.0% | $2,701-31.1% | $2,596-28.3% |
| Participant deferral / active EE | $3,801 | $2,867+32.6% | $3,817-0.4% | $4,027-5.6% |
| Admin fee / account holder | $47 | $3,101-98.5% | $3,224-98.5% | $5,403-99.1% |