Filed May 12, 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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,458 |
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 | $69,489 | $57,976+19.9% | $62,995+10.3% | $62,292+11.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.72% | 17.54%+0.2pp | 87.57%-69.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,345 | $2,415+38.5% | $2,759+21.3% | $2,042+63.8% |
| Participant deferral / active EE | $4,616 | $2,956+56.2% | $3,329+38.6% | $3,169+45.6% |
| Admin fee / account holder | $28 | $276-89.7% | $3,600-99.2% | $479-94.1% |