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 |
|---|---|---|
TIAA4 years Service code 21 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Bank Trustee | $11,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,947 | $65,557+122.6% | $64,056+127.8% | $71,457+104.2% |
| Participation rate | 99.3% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 15.29% | 18.94%-3.6pp | 33.69%-18.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,682 | $2,669+75.4% | $2,747+70.5% | $2,588+80.9% |
| Participant deferral / active EE | $5,391 | $3,626+48.7% | $3,880+38.9% | $4,289+25.7% |
| Admin fee / account holder | $26 | $616-95.7% | $3,068-99.1% | $1,587-98.3% |