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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $41,936 |
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 | $33,232 | $46,292-28.2% | $143,757-76.9% | $64,808-48.7% |
| Participation rate | 80.6% | 64.2%+16.4pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -12.33% | -10.05%-2.3pp | -0.04%-12.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,980 | $1,910+3.7% | $4,951-60.0% | $2,506-21.0% |
| Participant deferral / active EE | $1,598 | $2,646-39.6% | $5,637-71.7% | $4,310-62.9% |
| Admin fee / account holder | $55 | $154-64.5% | $14,673-99.6% | $188-71.0% |