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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $107,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,273 | $105,179-6.6% | $64,056+53.4% | $80,160+22.6% |
| Participation rate | 93.7% | 73.5%+20.2pp | 72.3%+21.4pp | 72.9%+20.8pp |
| Annual return | 14.49% | 20.34%-5.8pp | 33.69%-19.2pp | 40.38%-25.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,210 | $4,020+54.5% | $3,880+60.1% | $5,017+23.8% |
| Admin fee / account holder | $23 | $113-79.9% | $3,068-99.3% | $145-84.3% |