Filed November 12, 2013
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+ years Service code 65 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Account Maintenance | $9,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,938 | $51,769+39.0% | $57,343+25.5% | $52,331+37.5% |
| Participation rate | 98.4% | 75.2%+23.2pp | 75.1%+23.4pp | 68.1%+30.3pp |
| Annual return | 4.24% | 2.43%+1.8pp | 24.39%-20.1pp | 4.54%-0.3pp |
| Employer contribution / active EE | $2,748 | $2,335+17.7% | $2,689+2.2% | $1,882+46.1% |
| Participant deferral / active EE | $4,986 | $2,794+78.5% | $3,162+57.7% | $3,022+65.0% |
| Admin fee / account holder | $50 | $295-83.1% | $3,356-98.5% | $592-91.6% |