Filed January 24, 2014 (most recent of 7 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 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $11,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,953 | $60,989+106.5% | $60,874+106.9% | $66,914+88.2% |
| Participation rate | 96.2% | 74.5%+21.7pp | 73.1%+23.1pp | 69.8%+26.4pp |
| Annual return | -10.09% | -9.60%-0.5pp | 16.90%-27.0pp | 1.58%-11.7pp |
| Employer contribution / active EE | $4,307 | $2,661+61.9% | $2,701+59.4% | $2,544+69.3% |
| Participant deferral / active EE | $5,175 | $3,615+43.2% | $3,817+35.6% | $4,237+22.2% |
| Admin fee / account holder | $24 | $338-92.8% | $3,224-99.2% | $593-95.9% |