Filed October 18, 2004
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 |
|---|---|---|
Filed as: THE RSRCH FDN ST. UNIV OF NY Service code 28 · EIN 14-1368361 | Investment Management | $353,639 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $733 |
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 | $56,058 | $86,372-35.1% | $123,892-54.8% | $65,292-14.1% |
| Participation rate | 87.4% | 76.9%+10.4pp | 81.4%+5.9pp | 72.4%+14.9pp |
| Annual return | 6.26% | 11.27%-5.0pp | 47.52%-41.3pp | 11.84%-5.6pp |
| Employer contribution / active EE | $4,415 | $2,838+55.6% | $4,617-4.4% | $2,302+91.8% |
| Participant deferral / active EE | $0 | $5,625-100.0% | $5,984-100.0% | $3,579-100.0% |
| Admin fee / account holder | $17 | $53-68.0% | $8,357-99.8% | $57-70.6% |