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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $114,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,261 | $117,148-6.7% | $67,502+61.9% | $99,062+10.3% |
| Participation rate | 43.5% | 72.7%-29.2pp | 72.9%-29.4pp | 71.6%-28.1pp |
| Annual return | 16.78% | 14.15%+2.6pp | 3512.12%-3495.3pp | 17.66%-0.9pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $3,089 | $4,782-35.4% | $4,000-22.8% | $5,331-42.1% |
| Admin fee / account holder | $23 | $50-54.5% | $3,998-99.4% | $109-79.1% |