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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $36,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,146 | $94,833+47.8% | $75,696+85.1% | $86,799+61.5% |
| Participation rate | 96.3% | 79.1%+17.2pp | 74.8%+21.5pp | 72.3%+24.1pp |
| Annual return | 12.54% | 16.91%-4.4pp | 104.53%-92.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $3,485 | $2,904+20.0% | $2,743+27.0% | $2,405+44.9% |
| Participant deferral / active EE | $4,771 | $3,632+31.4% | $3,821+24.9% | $4,131+15.5% |
| Admin fee / account holder | $93 | $109-14.3% | $3,619-97.4% | $170-45.1% |