Filed May 10, 2005
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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $2,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,864 | $91,762-26.0% | $67,502+0.5% | $77,643-12.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.9%-52.9pp | 70.6%-50.6pp |
| Annual return | 12.80% | 14.87%-2.1pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,161 | $3,181-63.5% | $2,731-57.5% | $2,726-57.4% |
| Participant deferral / active EE | $1,943 | $3,903-50.2% | $4,000-51.4% | $4,647-58.2% |
| Admin fee / account holder | $11 | $176-93.9% | $3,998-99.7% | $430-97.5% |