Filed March 27, 2014 (most recent of 2 filings on file)
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 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $18,793 |
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 | $76,072 | $70,083+8.5% | $59,878+27.0% | $55,725+36.5% |
| Participation rate | 97.7% | 78.4%+19.3pp | 74.7%+23.0pp | 70.9%+26.9pp |
| Annual return | 9.36% | 3.13%+6.2pp | 3.46%+5.9pp | 244.93%-235.6pp |
| Employer contribution / active EE | $2,714 | $2,878-5.7% | $2,722-0.3% | $2,078+30.6% |
| Participant deferral / active EE | $2,725 | $3,079-11.5% | $3,402-19.9% | $3,356-18.8% |
| Admin fee / account holder | $38 | $70-45.5% | $3,590-98.9% | $115-66.7% |