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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,454 |
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 | $107,170 | $65,322+64.1% | $70,449+52.1% | $73,488+45.8% |
| Participation rate | 92.9% | 77.0%+16.0pp | 75.1%+17.9pp | 70.7%+22.2pp |
| Annual return | 6.19% | 15.71%-9.5pp | 109.03%-102.8pp | 28.51%-22.3pp |
| Employer contribution / active EE | $2,302 | $2,460-6.4% | $2,737-15.9% | $2,270+1.4% |
| Participant deferral / active EE | $4,012 | $3,375+18.9% | $3,709+8.2% | $3,740+7.3% |
| Admin fee / account holder | $37 | $214-82.7% | $3,845-99.0% | $513-92.8% |