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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $29,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,799 | $83,884+14.2% | $64,056+49.6% | $74,419+28.7% |
| Participation rate | 97.0% | 76.6%+20.4pp | 72.3%+24.7pp | 70.7%+26.3pp |
| Annual return | 14.55% | 16.57%-2.0pp | 33.69%-19.1pp | 34.38%-19.8pp |
| Employer contribution / active EE | $3,623 | $3,084+17.5% | $2,747+31.9% | $2,637+37.4% |
| Participant deferral / active EE | $2,898 | $3,692-21.5% | $3,880-25.3% | $4,528-36.0% |
| Admin fee / account holder | $47 | $196-75.8% | $3,068-98.5% | $348-86.4% |