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 |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Plan Administrator | $16,036 |
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 | $52,050 | $95,542-45.5% | $69,455-25.1% | $67,579-23.0% |
| Participation rate | 86.0% | 79.4%+6.6pp | 74.6%+11.3pp | 71.3%+14.7pp |
| Annual return | 20.66% | 17.67%+3.0pp | 28.97%-8.3pp | 378.56%-357.9pp |
| Employer contribution / active EE | $3,115 | $2,989+4.2% | $2,779+12.1% | $2,148+45.0% |
| Participant deferral / active EE | $5,687 | $3,263+74.3% | $3,535+60.9% | $3,539+60.7% |
| Admin fee / account holder | $44 | $90-51.4% | $3,839-98.9% | $142-69.3% |