Filed October 9, 2003
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 10017 | Recordkeeping | $9,303 |
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 | $72,844 | $45,035+61.7% | $62,995+15.6% | $70,131+3.9% |
| Participation rate | 83.5% | 69.5%+14.0pp | 74.8%+8.7pp | 69.5%+14.0pp |
| Annual return | 16.08% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,824 | $2,051+37.7% | $2,759+2.3% | $2,342+20.5% |
| Participant deferral / active EE | $4,166 | $2,465+69.1% | $3,329+25.1% | $3,332+25.1% |
| Admin fee / account holder | $52 | $2,834-98.2% | $3,600-98.6% | $4,645-98.9% |