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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $10,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,278 | $51,197+99.8% | $82,719+23.6% | $66,914+52.8% |
| Participation rate | 88.6% | 67.8%+20.8pp | 72.6%+16.1pp | 69.8%+18.8pp |
| Annual return | -9.93% | -9.64%-0.3pp | 701.18%-711.1pp | 1.58%-11.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,021 | $3,458+160.9% | $4,395+105.3% | $4,237+112.9% |
| Admin fee / account holder | $57 | $416-86.2% | $5,329-98.9% | $593-90.3% |