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 |
|---|---|---|
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $61,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,694 | $91,762+4.3% | $67,502+41.8% | $77,643+23.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 72.9%+19.7pp | 70.6%+22.0pp |
| Annual return | 14.47% | 14.87%-0.4pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $4,203 | $3,181+32.1% | $2,731+53.9% | $2,726+54.2% |
| Participant deferral / active EE | $8,918 | $3,903+128.5% | $4,000+123.0% | $4,647+91.9% |
| Admin fee / account holder | $153 | $176-13.3% | $3,998-96.2% | $430-64.5% |