Filed March 8, 2006
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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $39,276 |
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 | $79,414 | $95,542-16.9% | $69,455+14.3% | $67,579+17.5% |
| Participation rate | 98.6% | 79.4%+19.3pp | 74.6%+24.0pp | 71.3%+27.4pp |
| Annual return | 16.17% | 17.67%-1.5pp | 28.97%-12.8pp | 378.56%-362.4pp |
| Employer contribution / active EE | $5,054 | $2,989+69.1% | $2,779+81.9% | $2,148+135.3% |
| Participant deferral / active EE | $1,952 | $3,263-40.2% | $3,535-44.8% | $3,539-44.8% |
| Admin fee / account holder | $60 | $90-33.7% | $3,839-98.4% | $142-58.1% |