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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 700173206 | Recordkeeping | $102,719 |
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 | $54,339 | $115,444-52.9% | $65,493-17.0% | $102,872-47.2% |
| Participation rate | 91.7% | 71.2%+20.6pp | 73.1%+18.6pp | 73.0%+18.7pp |
| Annual return | 10.78% | 15.94%-5.2pp | 982.45%-971.7pp | 19.06%-8.3pp |
| Employer contribution / active EE | $4,230 | $3,409+24.1% | $2,574+64.3% | $3,526+19.9% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $3,961-100.0% | $5,535-100.0% |
| Admin fee / account holder | $18 | $123-85.6% | $5,028-99.6% | $292-93.9% |