Filed August 28, 2014
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 64 · EIN 13-1624203 730 3RD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $25,883 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,082 | $66,124+13.5% | $90,404-16.9% | $73,488+2.2% |
| Participation rate | 98.6% | 69.7%+28.9pp | 72.7%+25.9pp | 70.7%+27.9pp |
| Annual return | 17.74% | 17.65%+0.1pp | 1293.02%-1275.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $5,990 | $2,346+155.3% | $3,262+83.6% | $2,270+163.9% |
| Participant deferral / active EE | $5,108 | $3,039+68.1% | $3,963+28.9% | $3,740+36.6% |
| Admin fee / account holder | $62 | $396-84.3% | $5,611-98.9% | $513-87.9% |