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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $37,682 |
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 | $183,913 | $74,706+146.2% | $75,696+143.0% | $79,386+131.7% |
| Participation rate | 81.7% | 75.3%+6.3pp | 74.8%+6.8pp | 70.7%+11.0pp |
| Annual return | 17.86% | 18.52%-0.7pp | 104.53%-86.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $3,924 | $2,590+51.5% | $2,743+43.1% | $2,427+61.6% |
| Participant deferral / active EE | $4,060 | $3,533+14.9% | $3,821+6.2% | $4,046+0.4% |
| Admin fee / account holder | $154 | $374-58.9% | $3,619-95.7% | $626-75.4% |