Filed October 18, 2004
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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $8,410 |
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 | $93,545 | $51,620+81.2% | $90,281+3.6% | $65,185+43.5% |
| Participation rate | 96.3% | 68.6%+27.7pp | 73.3%+23.1pp | 70.2%+26.1pp |
| Annual return | 15.17% | 24.94%-9.8pp | 78.10%-62.9pp | 29.38%-14.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,323 | $2,871+189.9% | $3,885+114.2% | $3,514+136.9% |
| Admin fee / account holder | $49 | $384-87.3% | $5,351-99.1% | $847-94.2% |