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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $31,351 |
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 | $88,463 | $84,948+4.1% | $70,449+25.6% | $73,409+20.5% |
| Participation rate | 98.2% | 79.9%+18.3pp | 75.1%+23.2pp | 72.2%+26.1pp |
| Annual return | 12.38% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $5,323 | $2,834+87.8% | $2,737+94.5% | $2,234+138.3% |
| Participant deferral / active EE | $2,218 | $3,387-34.5% | $3,709-40.2% | $3,805-41.7% |
| Admin fee / account holder | $49 | $98-50.5% | $3,845-98.7% | $158-69.2% |