Filed November 12, 2002
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 27 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Plan) | $75 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,165 | $104,475+24.6% | $159,436-18.4% | $79,386+64.0% |
| Participation rate | 93.4% | 76.6%+16.8pp | 82.8%+10.6pp | 70.7%+22.7pp |
| Annual return | 23.70% | 67.95%-44.3pp | 263.57%-239.9pp | 116.85%-93.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,254 | $6,467+12.2% | $7,352-1.3% | $4,046+79.3% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |