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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $32,619 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,308 | $57,281+101.3% | $86,612+33.1% | $75,163+53.4% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 7.50% | 2670.75%-2663.2pp | 591.07%-583.6pp | 160.62%-153.1pp |
| Employer contribution / active EE | $10,184 | $2,314+340.0% | $3,022+236.9% | $2,670+281.4% |
| Participant deferral / active EE | $9,049 | $3,318+172.7% | $4,438+103.9% | $4,125+119.4% |
| Admin fee / account holder | $186 | $4,112-95.5% | $5,614-96.7% | $5,651-96.7% |