Filed January 15, 2006 (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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $31,617 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,515 | $93,351+0.2% | $62,929+48.6% | $79,634+17.4% |
| Participation rate | 94.1% | 74.6%+19.5pp | 73.1%+21.0pp | 62.5%+31.7pp |
| Annual return | 14.29% | 14.37%-0.1pp | 1063.93%-1049.6pp | 36.46%-22.2pp |
| Employer contribution / active EE | $322 | $3,135-89.7% | $2,505-87.1% | $2,529-87.3% |
| Participant deferral / active EE | $2,975 | $3,921-24.1% | $3,888-23.5% | $3,835-22.4% |
| Admin fee / account holder | $48 | $229-79.0% | $5,065-99.0% | $1,002-95.2% |