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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $41,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,450 | $94,833+3.8% | $75,696+30.1% | $86,799+13.4% |
| Participation rate | 97.8% | 79.1%+18.7pp | 74.8%+23.0pp | 72.3%+25.5pp |
| Annual return | 12.58% | 16.91%-4.3pp | 104.53%-91.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $3,374 | $2,904+16.2% | $2,743+23.0% | $2,405+40.3% |
| Participant deferral / active EE | $2,645 | $3,632-27.2% | $3,821-30.8% | $4,131-36.0% |
| Admin fee / account holder | $26 | $109-75.7% | $3,619-99.3% | $170-84.5% |