Filed May 16, 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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $212 |
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 | $102,838 | $55,002+87.0% | $59,878+71.7% | $56,287+82.7% |
| Participation rate | 91.0% | 75.9%+15.0pp | 74.7%+16.3pp | 69.9%+21.1pp |
| Annual return | 9.17% | 1.13%+8.0pp | 3.46%+5.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,290 | $2,448-6.5% | $2,722-15.9% | $2,111+8.5% |
| Participant deferral / active EE | $3,928 | $3,121+25.9% | $3,402+15.5% | $3,350+17.3% |
| Admin fee / account holder | $1 | $236-99.7% | $3,590-100.0% | $521-99.9% |