Filed November 9, 2005
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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $151,373 | $65,322+131.7% | $70,449+114.9% | $73,488+106.0% |
| Participation rate | 99.4% | 77.0%+22.5pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 75.03% | 15.71%+59.3pp | 109.03%-34.0pp | 28.51%+46.5pp |
| Employer contribution / active EE | $6,928 | $2,460+181.7% | $2,737+153.2% | $2,270+205.2% |
| Participant deferral / active EE | $6,899 | $3,375+104.4% | $3,709+86.0% | $3,740+84.5% |
| Admin fee / account holder | $6 | $214-97.1% | $3,845-99.8% | $513-98.8% |