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 |
|---|---|---|
TIAA8 years Service code 64 760 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,241 | $48,795+195.6% | $65,493+120.2% | $84,808+70.1% |
| Participation rate | 95.5% | 67.0%+28.5pp | 73.1%+22.4pp | 68.3%+27.2pp |
| Annual return | 13.03% | 20.20%-7.2pp | 982.45%-969.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,277 | $1,930+18.0% | $2,574-11.6% | $2,631-13.5% |
| Participant deferral / active EE | $6,086 | $2,928+107.8% | $3,961+53.6% | $4,212+44.5% |
| Admin fee / account holder | $34 | $3,877-99.1% | $5,028-99.3% | $7,344-99.5% |