Filed July 18, 2006
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 AVE. · NEW YORK, NY 100173206 | Recordkeeping | $164 |
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 | $57,289 | $52,467+9.2% | $57,179+0.2% | $55,167+3.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 75.3%+16.4pp | 69.0%+22.7pp |
| Annual return | 5.78% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,187 | $2,477-11.7% | $2,682-18.5% | $1,963+11.5% |
| Participant deferral / active EE | $2,625 | $2,830-7.3% | $3,096-15.2% | $3,054-14.1% |
| Admin fee / account holder | $0 | $269-99.8% | $3,139-100.0% | $504-99.9% |