Filed April 12, 2007
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 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Insurance services | $1,592 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,115 | $89,652+70.8% | $141,162+8.5% | $65,185+134.9% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 16.53% | 32.79%-16.3pp | 71.39%-54.9pp | 29.38%-12.9pp |
| Employer contribution / active EE | $4,070 | $3,065+32.8% | $4,735-14.0% | $2,177+87.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |