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 |
|---|---|---|
TIAA8 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $20,279 |
EISNERAMPER LLP3 years Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 ATTN JOYCE FORSHEE - RODRIQUES · NEW YORK, NY 100172703 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,209 | $96,018-49.8% | $65,493-26.4% | $85,563-43.7% |
| Participation rate | 98.5% | 74.8%+23.7pp | 73.1%+25.4pp | 66.0%+32.5pp |
| Annual return | 16.54% | 14.51%+2.0pp | 982.45%-965.9pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,622 | $3,235+12.0% | $2,574+40.7% | $2,654+36.5% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $68 | $271-74.8% | $5,028-98.6% | $834-91.8% |