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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $18,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,657 | $79,124+4.5% | $60,874+35.8% | $64,808+27.5% |
| Participation rate | 97.4% | 77.7%+19.7pp | 73.1%+24.3pp | 71.5%+26.0pp |
| Annual return | -11.03% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,408 | $3,050+11.7% | $2,701+26.1% | $2,506+36.0% |
| Participant deferral / active EE | $2,743 | $3,725-26.4% | $3,817-28.1% | $4,310-36.4% |
| Admin fee / account holder | $28 | $106-73.2% | $3,224-99.1% | $188-84.9% |