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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $23,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,734 | $79,124+52.6% | $60,874+98.3% | $64,808+86.3% |
| Participation rate | 95.9% | 77.7%+18.2pp | 73.1%+22.8pp | 71.5%+24.5pp |
| Annual return | -12.55% | -7.13%-5.4pp | 16.90%-29.4pp | 32.82%-45.4pp |
| Employer contribution / active EE | $3,350 | $3,050+9.8% | $2,701+24.0% | $2,506+33.7% |
| Participant deferral / active EE | $5,043 | $3,725+35.4% | $3,817+32.1% | $4,310+17.0% |
| Admin fee / account holder | $55 | $106-47.5% | $3,224-98.3% | $188-70.4% |