Filed October 18, 2004
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 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,427 |
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 | $124,181 | $66,124+87.8% | $90,404+37.4% | $73,488+69.0% |
| Participation rate | 99.2% | 69.7%+29.5pp | 72.7%+26.5pp | 70.7%+28.5pp |
| Annual return | 12.71% | 17.65%-4.9pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $9,542 | $2,346+306.7% | $3,262+192.5% | $2,270+320.3% |
| Participant deferral / active EE | $6,708 | $3,039+120.7% | $3,963+69.3% | $3,740+79.4% |
| Admin fee / account holder | $77 | $396-80.5% | $5,611-98.6% | $513-84.9% |