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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $52,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,638 | $98,780-10.3% | $60,874+45.6% | $77,904+13.8% |
| Participation rate | 94.9% | 76.7%+18.3pp | 73.1%+21.8pp | 73.7%+21.3pp |
| Annual return | -10.62% | -11.56%+0.9pp | 16.90%-27.5pp | 12.21%-22.8pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,805 | $4,200+38.2% | $3,817+52.1% | $4,806+20.8% |
| Admin fee / account holder | $100 | $89+12.9% | $3,224-96.9% | $133-24.5% |