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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,183 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,496 | $55,002+24.5% | $59,878+14.4% | $56,287+21.7% |
| Participation rate | 96.6% | 75.9%+20.6pp | 74.7%+21.9pp | 69.9%+26.7pp |
| Annual return | -5.81% | 1.13%-6.9pp | 3.46%-9.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,748 | $2,448+53.1% | $2,722+37.7% | $2,111+77.5% |
| Participant deferral / active EE | $5,704 | $3,121+82.7% | $3,402+67.7% | $3,350+70.3% |
| Admin fee / account holder | $99 | $236-57.8% | $3,590-97.2% | $521-80.9% |