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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $253 |
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 | $25,360 | $46,173-45.1% | $170,442-85.1% | $69,631-63.6% |
| Participation rate | 80.1% | 63.9%+16.2pp | 83.6%-3.5pp | 70.7%+9.4pp |
| Annual return | 13.01% | 21.62%-8.6pp | 205.93%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,412 | $1,610-12.3% | $5,433-74.0% | $2,032-30.5% |
| Participant deferral / active EE | $1,089 | $2,080-47.6% | $4,939-77.9% | $3,224-66.2% |
| Admin fee / account holder | $0 | $116-99.7% | $13,880-100.0% | $110-99.7% |