Filed October 18, 2006
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 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Plan Administrator | $19,851 |
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 | $151,395 | $65,322+131.8% | $70,449+114.9% | $73,488+106.0% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.9pp |
| Annual return | 13.84% | 15.71%-1.9pp | 109.03%-95.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,591 | $2,460+249.3% | $2,737+213.9% | $2,270+278.5% |
| Participant deferral / active EE | $8,652 | $3,375+156.4% | $3,709+133.3% | $3,740+131.4% |
| Admin fee / account holder | $80 | $214-62.6% | $3,845-97.9% | $513-84.4% |