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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $32,257 |
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 | $86,687 | $60,989+42.1% | $60,874+42.4% | $66,914+29.5% |
| Participation rate | 99.1% | 74.5%+24.7pp | 73.1%+26.0pp | 69.8%+29.3pp |
| Annual return | -15.68% | -9.60%-6.1pp | 16.90%-32.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,338 | $2,661+100.6% | $2,701+97.6% | $2,544+109.8% |
| Participant deferral / active EE | $8,177 | $3,615+126.2% | $3,817+114.2% | $4,237+93.0% |
| Admin fee / account holder | $141 | $338-58.3% | $3,224-95.6% | $593-76.2% |