Filed April 22, 2014
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 |
|---|---|---|
TIAA1 year Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Insurance Broker | $7,478 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,394 | $84,948-71.3% | $70,449-65.4% | $73,409-66.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 14.00% | 13.39%+0.6pp | 109.03%-95.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,646 | $2,834+28.6% | $2,737+33.2% | $2,234+63.2% |
| Participant deferral / active EE | $2,865 | $3,387-15.4% | $3,709-22.8% | $3,805-24.7% |
| Admin fee / account holder | $11 | $98-88.6% | $3,845-99.7% | $158-92.9% |