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 |
|---|---|---|
TIAA2+ years Service code 65 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Account Maintenance | $8,448 |
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 | $68,458 | $52,467+30.5% | $57,179+19.7% | $55,167+24.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 6.70% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,491 | $2,477+0.5% | $2,682-7.1% | $1,963+26.9% |
| Participant deferral / active EE | $4,649 | $2,830+64.3% | $3,096+50.2% | $3,054+52.2% |
| Admin fee / account holder | $38 | $269-85.8% | $3,139-98.8% | $504-92.4% |