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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $15,769 |
Participant contribution per participant 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 | $36,188 | $94,833-61.8% | $75,696-52.2% | $86,799-58.3% |
| Participation rate | 98.5% | 79.1%+19.4pp | 74.8%+23.6pp | 72.3%+26.2pp |
| Annual return | 14.76% | 16.91%-2.2pp | 104.53%-89.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,757 | $2,904-5.1% | $2,743+0.5% | $2,405+14.6% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $51 | $109-53.3% | $3,619-98.6% | $170-70.1% |