Filed May 28, 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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $27,297 |
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 | $126,741 | $52,467+141.6% | $57,179+121.7% | $55,167+129.7% |
| Participation rate | 93.5% | 75.8%+17.6pp | 75.3%+18.2pp | 69.0%+24.5pp |
| Annual return | 0.20% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $6,143 | $2,477+148.0% | $2,682+129.0% | $1,963+213.0% |
| Participant deferral / active EE | $10,457 | $2,830+269.5% | $3,096+237.8% | $3,054+242.4% |
| Admin fee / account holder | $111 | $269-58.7% | $3,139-96.5% | $504-78.0% |