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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $15,872 |
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 | $23,741 | $37,196-36.2% | $154,107-84.6% | $55,725-57.4% |
| Participation rate | 85.0% | 64.1%+20.9pp | 83.0%+2.0pp | 70.9%+14.2pp |
| Annual return | -1.85% | 1319.68%-1321.5pp | 735.12%-737.0pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,587 | $1,614-1.7% | $5,298-70.1% | $2,078-23.7% |
| Participant deferral / active EE | $1,277 | $2,068-38.2% | $5,081-74.9% | $3,356-61.9% |
| Admin fee / account holder | $19 | $102-81.6% | $13,411-99.9% | $115-83.8% |