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 |
|---|---|---|
TIAA6 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $17,996 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 ATTN JOYCE FORSHEE - RODRIQUES · NEW YORK, NY 100172703 | Accounting | $5,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,195 | $83,884-55.7% | $64,056-41.9% | $74,419-50.0% |
| Participation rate | 98.8% | 76.6%+22.2pp | 72.3%+26.5pp | 70.7%+28.1pp |
| Annual return | 18.07% | 16.57%+1.5pp | 33.69%-15.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,618 | $3,084+17.3% | $2,747+31.7% | $2,637+37.2% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $60 | $196-69.6% | $3,068-98.1% | $348-82.8% |