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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $12,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,821 | $63,745+86.4% | $98,442+20.7% | $79,386+49.7% |
| Participation rate | 90.6% | 69.9%+20.7pp | 73.3%+17.3pp | 70.7%+19.9pp |
| Annual return | 12.88% | 625.80%-612.9pp | 1492.73%-1479.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,689 | $3,303+163.0% | $4,276+103.2% | $4,046+114.8% |
| Admin fee / account holder | $72 | $516-86.1% | $5,949-98.8% | $626-88.5% |