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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $88,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $206,177 | $113,293+82.0% | $67,502+205.4% | $199,593+3.3% |
| Participation rate | 66.1% | 73.3%-7.2pp | 72.9%-6.7pp | 72.0%-5.8pp |
| Annual return | 13.53% | 15.88%-2.3pp | 3512.12%-3498.6pp | 34.25%-20.7pp |
| Employer contribution / active EE | $5,916 | $3,401+74.0% | $2,731+116.6% | $3,034+95.0% |
| Participant deferral / active EE | $1,108 | $4,159-73.4% | $4,000-72.3% | $5,087-78.2% |
| Admin fee / account holder | $25 | $103-76.0% | $3,998-99.4% | $269-90.8% |