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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $123,812 |
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 | $117,497 | $117,739-0.2% | $65,493+79.4% | $117,739-0.2% |
| Participation rate | 45.6% | 76.6%-31.1pp | 73.1%-27.5pp | 76.6%-31.1pp |
| Annual return | 13.94% | 17.29%-3.3pp | 982.45%-968.5pp | 17.29%-3.3pp |
| Employer contribution / active EE | $0 | $3,746-100.0% | $2,574-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $3,319 | $6,128-45.8% | $3,961-16.2% | $6,128-45.8% |
| Admin fee / account holder | $23 | $112-79.5% | $5,028-99.5% | $112-79.5% |