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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $39,244 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 733 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $5,000 |
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 | $70,945 | $94,833-25.2% | $75,696-6.3% | $86,799-18.3% |
| Participation rate | 86.6% | 79.1%+7.5pp | 74.8%+11.8pp | 72.3%+14.3pp |
| Annual return | 14.86% | 16.91%-2.1pp | 104.53%-89.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,392 | $2,904+16.8% | $2,743+23.7% | $2,405+41.0% |
| Participant deferral / active EE | $6,160 | $3,632+69.6% | $3,821+61.2% | $4,131+49.1% |
| Admin fee / account holder | $127 | $109+16.6% | $3,619-96.5% | $170-25.3% |