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 |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Plan Administrator | $2,284 |
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 | $45,846 | $55,002-16.6% | $59,878-23.4% | $56,287-18.5% |
| Participation rate | 90.3% | 75.9%+14.4pp | 74.7%+15.6pp | 69.9%+20.4pp |
| Annual return | -5.06% | 1.13%-6.2pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,877 | $2,448+58.4% | $2,722+42.5% | $2,111+83.7% |
| Participant deferral / active EE | $5,607 | $3,121+79.7% | $3,402+64.8% | $3,350+67.4% |
| Admin fee / account holder | $5 | $236-97.8% | $3,590-99.9% | $521-99.0% |