Filed July 29, 2019 (most recent of 3 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $36,614 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,011 | $98,780+78.2% | $60,874+189.1% | $77,904+125.9% |
| Participation rate | 70.7% | 76.7%-5.9pp | 73.1%-2.4pp | 73.7%-2.9pp |
| Annual return | -10.38% | -11.56%+1.2pp | 16.90%-27.3pp | 12.21%-22.6pp |
| Employer contribution / active EE | $5,386 | $3,605+49.4% | $2,701+99.4% | $2,848+89.2% |
| Participant deferral / active EE | $988 | $4,200-76.5% | $3,817-74.1% | $4,806-79.4% |
| Admin fee / account holder | $11 | $89-87.5% | $3,224-99.7% | $133-91.6% |