Filed October 11, 2014
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 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $10,202 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,212 | $57,976+40.1% | $62,995+28.9% | $62,292+30.4% |
| Participation rate | 96.7% | 75.9%+20.8pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 11.54% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $916 | $2,415-62.1% | $2,759-66.8% | $2,042-55.1% |
| Participant deferral / active EE | $3,143 | $2,956+6.3% | $3,329-5.6% | $3,169-0.8% |
| Admin fee / account holder | $32 | $276-88.4% | $3,600-99.1% | $479-93.3% |