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 |
|---|---|---|
TIAA6 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $50,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,588 | $83,884-1.5% | $64,056+28.9% | $74,419+11.0% |
| Participation rate | 89.7% | 76.6%+13.1pp | 72.3%+17.4pp | 70.7%+19.0pp |
| Annual return | 17.90% | 16.57%+1.3pp | 33.69%-15.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,090 | $3,084+32.6% | $2,747+48.9% | $2,637+55.1% |
| Participant deferral / active EE | $8,777 | $3,692+137.8% | $3,880+126.2% | $4,528+93.8% |
| Admin fee / account holder | $145 | $196-26.2% | $3,068-95.3% | $348-58.4% |