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 | $47,479+197.2% | $62,929+124.2% | $82,448+71.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 20.01% | 20.34%-0.3pp | 1063.93%-1043.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $7,572 | $1,885+301.6% | $2,505+202.3% | $2,551+196.8% |
| Participant deferral / active EE | $13,613 | $2,870+374.2% | $3,888+250.1% | $4,139+228.9% |
| Admin fee / account holder | $1 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |