Filed January 10, 2013
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 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $11,392 |
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 | $22,201 | $54,237-59.1% | $90,281-75.4% | $67,579-67.1% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.8pp | 71.3%+26.8pp |
| Annual return | 25.05% | 37.27%-12.2pp | 78.10%-53.1pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,116 | $1,846-39.5% | $2,854-60.9% | $2,148-48.0% |
| Participant deferral / active EE | $3,179 | $2,625+21.1% | $3,885-18.2% | $3,539-10.2% |
| Admin fee / account holder | $12 | $123-90.0% | $5,351-99.8% | $142-91.3% |