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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $147,836 |
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 | $64,131 | $47,456+35.1% | $172,739-62.9% | $77,787-17.6% |
| Participation rate | 94.9% | 66.3%+28.6pp | 82.6%+12.2pp | 73.2%+21.7pp |
| Annual return | 24.81% | 35.57%-10.8pp | 802.84%-778.0pp | 32.57%-7.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,700 | $2,560+83.6% | $5,198-9.6% | $3,967+18.5% |
| Admin fee / account holder | $34 | $81-57.4% | $13,954-99.8% | $100-65.6% |