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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $18,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,188 | $51,620+47.6% | $90,281-15.6% | $65,185+16.9% |
| Participation rate | 87.0% | 68.6%+18.3pp | 73.3%+13.7pp | 70.2%+16.8pp |
| Annual return | 22.20% | 24.94%-2.7pp | 78.10%-55.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,063 | $2,235-7.7% | $2,854-27.7% | $2,177-5.2% |
| Participant deferral / active EE | $4,290 | $2,871+49.4% | $3,885+10.4% | $3,514+22.1% |
| Admin fee / account holder | $56 | $384-85.3% | $5,351-98.9% | $847-93.3% |