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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,148 |
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 | $137,519 | $60,989+125.5% | $60,874+125.9% | $66,914+105.5% |
| Participation rate | 95.9% | 74.5%+21.4pp | 73.1%+22.7pp | 69.8%+26.1pp |
| Annual return | -12.29% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $7,683 | $2,661+188.8% | $2,701+184.4% | $2,544+202.0% |
| Participant deferral / active EE | $7,505 | $3,615+107.6% | $3,817+96.6% | $4,237+77.1% |
| Admin fee / account holder | $32 | $338-90.7% | $3,224-99.0% | $593-94.7% |