Filed June 3, 2014
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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,710 |
TIAA5+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,256 | $53,901+39.6% | $134,143-43.9% | $73,488+2.4% |
| Participation rate | 97.5% | 62.8%+34.7pp | 72.2%+25.4pp | 70.7%+26.8pp |
| Annual return | -5.30% | 15.82%-21.1pp | 36.33%-41.6pp | 28.51%-33.8pp |
| Employer contribution / active EE | $1,858 | $1,458+27.4% | $3,704-49.8% | $2,270-18.2% |
| Participant deferral / active EE | $2,482 | $2,739-9.4% | $3,499-29.1% | $3,740-33.6% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |