Filed June 17, 2006 (most recent of 8 filings on file)
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 7-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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $112,468 |
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 | $53,027 | $45,382+16.8% | $154,107-65.6% | $75,289-29.6% |
| Participation rate | 95.2% | 65.9%+29.3pp | 83.0%+12.1pp | 72.4%+22.7pp |
| Annual return | -0.87% | -0.47%-0.4pp | 735.12%-736.0pp | -0.04%-0.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,771 | $2,384+100.1% | $5,081-6.1% | $3,739+27.6% |
| Admin fee / account holder | $27 | $89-69.4% | $13,411-99.8% | $102-73.3% |