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 |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $43,025 |
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 | $102,246 | $80,753+26.6% | $136,294-25.0% | $62,292+64.1% |
| Participation rate | 96.8% | 73.5%+23.3pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 84.31% | 35.83%+48.5pp | 5155.94%-5071.6pp | 28.90%+55.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,929 | $5,164+72.9% | $6,247+42.9% | $3,169+181.7% |
| Admin fee / account holder | $99 | $525-81.2% | $9,243-98.9% | $479-79.4% |