Filed March 13, 2019
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 Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $257 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,223 | $36,916-34.4% | $156,549-84.5% | $57,658-58.0% |
| Participation rate | 75.8% | 63.4%+12.4pp | 84.0%-8.2pp | 70.2%+5.6pp |
| Annual return | 5.57% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,287 | $1,571-18.1% | $5,501-76.6% | $1,974-34.8% |
| Participant deferral / active EE | $1,098 | $1,926-43.0% | $4,871-77.5% | $3,061-64.1% |
| Admin fee / account holder | $0 | $82-99.6% | $13,027-100.0% | $95-99.6% |