Filed October 5, 2011
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 AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,342 | $60,989-7.6% | $60,874-7.4% | $66,914-15.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 73.1%+13.9pp | 69.8%+17.2pp |
| Annual return | -2.76% | -9.60%+6.8pp | 16.90%-19.7pp | 1.58%-4.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,511 | $3,615-2.9% | $3,817-8.0% | $4,237-17.1% |
| Admin fee / account holder | $43 | $338-87.2% | $3,224-98.7% | $593-92.7% |