Filed May 28, 2008
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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,201 | $58,208+151.2% | $81,812+78.7% | $80,856+80.8% |
| Participation rate | 93.0% | 63.4%+29.6pp | 72.3%+20.7pp | 67.6%+25.4pp |
| Annual return | 14.72% | 41.66%-26.9pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $7,536 | $2,340+222.1% | $2,912+158.8% | $2,755+173.6% |
| Participant deferral / active EE | $9,883 | $3,281+201.2% | $4,319+128.8% | $4,296+130.1% |
| Admin fee / account holder | $2 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |