Filed January 1, 2012
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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $24,258 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,436 | $60,795+145.8% | $69,455+115.2% | $65,185+129.3% |
| Participation rate | 93.5% | 74.9%+18.7pp | 74.6%+18.9pp | 70.2%+23.3pp |
| Annual return | 2.65% | 17.46%-14.8pp | 28.97%-26.3pp | 29.38%-26.7pp |
| Employer contribution / active EE | $4,273 | $2,452+74.3% | $2,779+53.8% | $2,177+96.3% |
| Participant deferral / active EE | $4,759 | $3,162+50.5% | $3,535+34.6% | $3,514+35.4% |
| Admin fee / account holder | $101 | $314-67.6% | $3,839-97.4% | $847-88.0% |