Filed October 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 9-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 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $5,307 |
Annual investment return 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 | $89,059 | $53,777+65.6% | $134,143-33.6% | $79,858+11.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.67% | 19.01%-14.3pp | 36.33%-31.7pp | 31.71%-27.0pp |
| Employer contribution / active EE | $12,477 | $1,321+844.3% | $3,704+236.9% | $2,471+405.0% |
| Participant deferral / active EE | $3,952 | $2,420+63.3% | $3,499+13.0% | $3,740+5.7% |
| Admin fee / account holder | $85 | $3,984-97.9% | $6,684-98.7% | $5,306-98.4% |