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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $28,451 |
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 | $166,230 | $65,322+154.5% | $70,449+136.0% | $73,488+126.2% |
| Participation rate | 98.6% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.9pp |
| Annual return | 8.81% | 15.71%-6.9pp | 109.03%-100.2pp | 28.51%-19.7pp |
| Employer contribution / active EE | $4,908 | $2,460+99.5% | $2,737+79.4% | $2,270+116.2% |
| Participant deferral / active EE | $5,334 | $3,375+58.0% | $3,709+43.8% | $3,740+42.6% |
| Admin fee / account holder | $120 | $214-44.1% | $3,845-96.9% | $513-76.7% |