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 |
|---|---|---|
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $20,771 |
EISNERAMPER LLP2 years Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 ATTN JOYCE FORSHEE - RODRIQUES · NEW YORK, NY 100172703 | Accounting | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,340 | $91,762-53.9% | $67,502-37.3% | $77,643-45.5% |
| Participation rate | 97.3% | 75.9%+21.4pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 13.92% | 14.87%-0.9pp | 3512.12%-3498.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,535 | $3,181+11.1% | $2,731+29.4% | $2,726+29.7% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $67 | $176-61.9% | $3,998-98.3% | $430-84.4% |