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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $30,617 |
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 | $97,452 | $65,322+49.2% | $70,449+38.3% | $73,488+32.6% |
| Participation rate | 99.1% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 14.45% | 15.71%-1.3pp | 109.03%-94.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $4,535 | $2,460+84.4% | $2,737+65.7% | $2,270+99.8% |
| Participant deferral / active EE | $6,845 | $3,375+102.8% | $3,709+84.6% | $3,740+83.1% |
| Admin fee / account holder | $145 | $214-32.4% | $3,845-96.2% | $513-71.8% |