Filed February 15, 2012
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 | $2,169 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,064 | $65,557-49.6% | $64,056-48.4% | $71,457-53.7% |
| Participation rate | 94.4% | 73.2%+21.3pp | 72.3%+22.1pp | 67.9%+26.5pp |
| Annual return | 13.36% | 18.94%-5.6pp | 33.69%-20.3pp | 28.85%-15.5pp |
| Employer contribution / active EE | $3,413 | $2,669+27.9% | $2,747+24.3% | $2,588+31.9% |
| Participant deferral / active EE | $2,656 | $3,626-26.8% | $3,880-31.6% | $4,289-38.1% |
| Admin fee / account holder | $12 | $616-98.0% | $3,068-99.6% | $1,587-99.2% |