Filed January 20, 2011
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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 733 3RD AVE · NEW YORK, NY 100172703 | Accounting | $11,018 |
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $4,211 |
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 | $32,979 | $84,948-61.2% | $70,449-53.2% | $73,409-55.1% |
| Participation rate | 89.5% | 79.9%+9.6pp | 75.1%+14.5pp | 72.2%+17.4pp |
| Annual return | 19.29% | 13.39%+5.9pp | 109.03%-89.7pp | 59.29%-40.0pp |
| Employer contribution / active EE | $2,013 | $2,834-29.0% | $2,737-26.4% | $2,234-9.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $42 | $98-57.4% | $3,845-98.9% | $158-73.5% |