Filed April 5, 2006
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 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $8,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,218 | $51,197+56.7% | $82,719-3.0% | $66,914+19.9% |
| Participation rate | 97.5% | 67.8%+29.7pp | 72.6%+24.9pp | 69.8%+27.7pp |
| Annual return | -14.38% | -9.64%-4.7pp | 701.18%-715.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $4,344 | $2,611+66.4% | $3,009+44.4% | $2,544+70.7% |
| Participant deferral / active EE | $8,770 | $3,458+153.6% | $4,395+99.6% | $4,237+107.0% |
| Admin fee / account holder | $35 | $416-91.5% | $5,329-99.3% | $593-94.1% |