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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,535 |
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 | $167,345 | $74,706+124.0% | $75,696+121.1% | $79,386+110.8% |
| Participation rate | 97.0% | 75.3%+21.6pp | 74.8%+22.1pp | 70.7%+26.3pp |
| Annual return | 13.13% | 18.52%-5.4pp | 104.53%-91.4pp | 116.85%-103.7pp |
| Employer contribution / active EE | $7,041 | $2,590+171.9% | $2,743+156.7% | $2,427+190.1% |
| Participant deferral / active EE | $7,131 | $3,533+101.8% | $3,821+86.6% | $4,046+76.3% |
| Admin fee / account holder | $27 | $374-92.7% | $3,619-99.2% | $626-95.6% |