Filed June 24, 2010
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+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $320 |
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 | $57,495 | $52,467+9.6% | $57,179+0.6% | $55,167+4.2% |
| Participation rate | 93.5% | 75.8%+17.7pp | 75.3%+18.2pp | 69.0%+24.5pp |
| Annual return | 7.52% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,371 | $2,830-16.2% | $3,096-23.4% | $3,054-22.4% |
| Admin fee / account holder | $1 | $269-99.6% | $3,139-100.0% | $504-99.8% |