Filed October 14, 2002
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 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $17,241 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,557 | $49,227+53.5% | $70,449+7.3% | $79,858-5.4% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.7pp |
| Annual return | 4.22% | 30.06%-25.8pp | 109.03%-104.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $7,068 | $2,099+236.7% | $2,737+158.3% | $2,471+186.0% |
| Participant deferral / active EE | $5,969 | $2,768+115.7% | $3,709+61.0% | $3,740+59.6% |
| Admin fee / account holder | $139 | $2,878-95.2% | $3,845-96.4% | $5,306-97.4% |