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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $22,473 |
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 | $80,233 | $95,542-16.0% | $69,455+15.5% | $67,579+18.7% |
| Participation rate | 82.5% | 79.4%+3.1pp | 74.6%+7.8pp | 71.3%+11.2pp |
| Annual return | 5.67% | 17.67%-12.0pp | 28.97%-23.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $2,383 | $2,989-20.3% | $2,779-14.2% | $2,148+11.0% |
| Participant deferral / active EE | $2,394 | $3,263-26.6% | $3,535-32.3% | $3,539-32.4% |
| Admin fee / account holder | $53 | $90-40.9% | $3,839-98.6% | $142-62.7% |