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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $50,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,491 | $52,293-49.3% | $178,490-85.2% | $73,409-63.9% |
| Participation rate | 85.5% | 65.3%+20.2pp | 81.9%+3.6pp | 72.2%+13.3pp |
| Annual return | 12.99% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,669 | $1,735-3.8% | $5,011-66.7% | $2,234-25.3% |
| Participant deferral / active EE | $1,450 | $2,332-37.8% | $5,202-72.1% | $3,805-61.9% |
| Admin fee / account holder | $54 | $127-57.9% | $13,984-99.6% | $158-66.1% |