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 |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $15,115 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 ATTN JOYCE FORSHEE - RODRIQUES · NEW YORK, NY 100172703 | Accounting | $8,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,015 | $79,124-60.8% | $60,874-49.1% | $64,808-52.1% |
| Participation rate | 98.1% | 77.7%+20.4pp | 73.1%+25.0pp | 71.5%+26.7pp |
| Annual return | -15.61% | -7.13%-8.5pp | 16.90%-32.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,068 | $3,050+0.6% | $2,701+13.6% | $2,506+22.4% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $62 | $106-41.4% | $3,224-98.1% | $188-67.0% |