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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $51,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,292 | $62,928-61.4% | $172,739-85.9% | $67,579-64.1% |
| Participation rate | 83.6% | 64.5%+19.2pp | 82.6%+1.0pp | 71.3%+12.4pp |
| Annual return | 15.32% | 30.36%-15.0pp | 802.84%-787.5pp | 378.56%-363.2pp |
| Employer contribution / active EE | $1,656 | $1,636+1.2% | $5,143-67.8% | $2,148-22.9% |
| Participant deferral / active EE | $1,243 | $2,145-42.0% | $5,198-76.1% | $3,539-64.9% |
| Admin fee / account holder | $57 | $167-65.8% | $13,954-99.6% | $142-60.0% |