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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $33,525 |
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 | $109,624 | $54,350+101.7% | $82,719+32.5% | $68,494+60.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -7.93% | -13.67%+5.7pp | 701.18%-709.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $10,954 | $2,218+393.8% | $3,009+264.0% | $2,596+321.9% |
| Participant deferral / active EE | $10,156 | $3,246+212.9% | $4,395+131.1% | $4,027+152.2% |
| Admin fee / account holder | $200 | $4,395-95.5% | $5,329-96.3% | $5,403-96.3% |