Filed December 17, 2010
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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $23,714 |
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 | $102,971 | $60,124+71.3% | $90,404+13.9% | $79,858+28.9% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 23.47% | 71.94%-48.5pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $8,865 | $2,068+328.7% | $3,262+171.8% | $2,471+258.8% |
| Participant deferral / active EE | $7,313 | $2,938+148.9% | $3,963+84.5% | $3,740+95.5% |
| Admin fee / account holder | $151 | $3,976-96.2% | $5,611-97.3% | $5,306-97.2% |