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 |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $48,896 |
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 | $111,527 | $73,102+52.6% | $123,544-9.7% | $56,287+98.1% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+26.0pp |
| Annual return | 9.31% | 3.01%+6.3pp | 119.20%-109.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,359 | $5,423+72.6% | $6,426+45.7% | $3,350+179.4% |
| Admin fee / account holder | $118 | $554-78.6% | $9,284-98.7% | $521-77.3% |