Filed December 2, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA1+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $24,466 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,212 | $75,183+4.0% | $123,892-36.9% | $55,167+41.8% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.1pp | 69.0%+30.5pp |
| Annual return | 0.99% | 19.01%-18.0pp | 47.52%-46.5pp | 169.23%-168.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,101 | $5,084+79.0% | $5,984+52.1% | $3,054+198.0% |
| Admin fee / account holder | $79 | $663-88.0% | $8,357-99.0% | $504-84.2% |