Filed February 13, 2013
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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,654 | $42,894+85.7% | $60,874+30.9% | $68,494+16.3% |
| Participation rate | 98.9% | 66.8%+32.2pp | 73.1%+25.8pp | 67.9%+31.1pp |
| Annual return | -12.51% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,006 | $1,978+102.5% | $2,701+48.3% | $2,596+54.3% |
| Participant deferral / active EE | $7,076 | $2,867+146.8% | $3,817+85.4% | $4,027+75.7% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |