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 700173206 | Recordkeeping | $94,924 |
Annual investment return 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 | $47,742 | $105,179-54.6% | $64,056-25.5% | $80,160-40.4% |
| Participation rate | 92.5% | 73.5%+19.0pp | 72.3%+20.2pp | 72.9%+19.6pp |
| Annual return | 11.16% | 20.34%-9.2pp | 33.69%-22.5pp | 40.38%-29.2pp |
| Employer contribution / active EE | $3,876 | $3,311+17.1% | $2,747+41.1% | $2,978+30.2% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $17 | $113-84.7% | $3,068-99.4% | $145-88.0% |