Filed October 10, 2019 (most recent of 2 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $590 |
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 | $172,122 | $84,948+102.6% | $70,449+144.3% | $73,409+134.5% |
| Participation rate | 94.8% | 79.9%+14.8pp | 75.1%+19.7pp | 72.2%+22.6pp |
| Annual return | 13.25% | 13.39%-0.1pp | 109.03%-95.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $7,360 | $2,834+159.7% | $2,737+168.9% | $2,234+229.5% |
| Participant deferral / active EE | $4,416 | $3,387+30.4% | $3,709+19.1% | $3,805+16.0% |
| Admin fee / account holder | $1 | $98-99.3% | $3,845-100.0% | $158-99.5% |