Filed June 16, 2016 (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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,915 | $69,763+11.7% | $67,502+15.4% | $74,495+4.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.29% | -40.34%+54.6pp | 3512.12%-3497.8pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,576 | $2,704+69.2% | $2,731+67.6% | $2,623+74.5% |
| Participant deferral / active EE | $6,890 | $3,636+89.5% | $4,000+72.3% | $4,346+58.5% |
| Admin fee / account holder | $27 | $896-96.9% | $3,998-99.3% | $1,942-98.6% |