Filed April 23, 2013 (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 |
|---|---|---|
TIAA6 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,090 | $48,795+189.1% | $65,493+115.4% | $84,808+66.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 20.01% | 20.20%-0.2pp | 982.45%-962.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $7,572 | $1,930+292.4% | $2,574+194.2% | $2,631+187.8% |
| Participant deferral / active EE | $13,613 | $2,928+364.8% | $3,961+243.7% | $4,212+223.2% |
| Admin fee / account holder | $1 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |