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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25,277 |
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 | $83,393 | $60,795+37.2% | $69,455+20.1% | $65,185+27.9% |
| Participation rate | 98.2% | 74.9%+23.3pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 25.38% | 17.46%+7.9pp | 28.97%-3.6pp | 29.38%-4.0pp |
| Employer contribution / active EE | $4,066 | $2,452+65.8% | $2,779+46.3% | $2,177+86.8% |
| Participant deferral / active EE | $5,744 | $3,162+81.7% | $3,535+62.5% | $3,514+63.5% |
| Admin fee / account holder | $114 | $314-63.5% | $3,839-97.0% | $847-86.5% |