Filed January 27, 2003
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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $12,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,476 | $44,873+45.9% | $79,464-17.6% | $56,287+16.3% |
| Participation rate | 87.4% | 68.7%+18.7pp | 73.3%+14.1pp | 69.9%+17.6pp |
| Annual return | -4.87% | 0.81%-5.7pp | 718.14%-723.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,965 | $2,140-8.2% | $2,800-29.8% | $2,111-6.9% |
| Participant deferral / active EE | $4,135 | $2,746+50.6% | $3,704+11.6% | $3,350+23.4% |
| Admin fee / account holder | $76 | $418-81.8% | $5,113-98.5% | $521-85.3% |