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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 700173206 | Recordkeeping | $98,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,486 | $113,293-53.7% | $67,502-22.2% | $199,593-73.7% |
| Participation rate | 91.2% | 73.3%+17.8pp | 72.9%+18.3pp | 72.0%+19.2pp |
| Annual return | 14.06% | 15.88%-1.8pp | 3512.12%-3498.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $3,973 | $3,401+16.8% | $2,731+45.5% | $3,034+30.9% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $18 | $103-82.6% | $3,998-99.6% | $269-93.4% |