Filed January 13, 2006
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 |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,584 | $84,948+56.1% | $70,449+88.2% | $73,409+80.6% |
| Participation rate | 97.8% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 13.37% | 13.39%0pp | 109.03%-95.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $3,139 | $2,834+10.8% | $2,737+14.7% | $2,234+40.5% |
| Participant deferral / active EE | $4,271 | $3,387+26.1% | $3,709+15.2% | $3,805+12.2% |
| Admin fee / account holder | $44 | $98-54.8% | $3,845-98.8% | $158-71.9% |