Filed February 1, 2022 (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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $9,683 |
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 | $62,262 | $68,408-9.0% | $57,179+8.9% | $57,658+8.0% |
| Participation rate | 97.1% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 6.23% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,230 | $2,869+12.6% | $2,682+20.4% | $1,974+63.6% |
| Participant deferral / active EE | $2,042 | $2,903-29.7% | $3,096-34.0% | $3,061-33.3% |
| Admin fee / account holder | $20 | $70-71.7% | $3,139-99.4% | $95-79.2% |