Filed April 3, 2011
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 9-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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,347 |
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 | $167,906 | $70,083+139.6% | $59,878+180.4% | $55,725+201.3% |
| Participation rate | 98.0% | 78.4%+19.6pp | 74.7%+23.3pp | 70.9%+27.1pp |
| Annual return | 51.77% | 3.13%+48.6pp | 3.46%+48.3pp | 244.93%-193.2pp |
| Employer contribution / active EE | $5,561 | $2,878+93.2% | $2,722+104.3% | $2,078+167.6% |
| Participant deferral / active EE | $2,781 | $3,079-9.7% | $3,402-18.3% | $3,356-17.1% |
| Admin fee / account holder | $11 | $70-84.5% | $3,590-99.7% | $115-90.5% |