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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,157 |
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 | $40,267 | $69,763-42.3% | $67,502-40.3% | $74,495-45.9% |
| Participation rate | 92.4% | 71.4%+21.0pp | 72.9%+19.5pp | 67.2%+25.2pp |
| Annual return | 22.44% | -40.34%+62.8pp | 3512.12%-3489.7pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $2,204 | $2,704-18.5% | $2,731-19.3% | $2,623-16.0% |
| Participant deferral / active EE | $2,683 | $3,636-26.2% | $4,000-32.9% | $4,346-38.3% |
| Admin fee / account holder | $12 | $896-98.7% | $3,998-99.7% | $1,942-99.4% |