Filed June 14, 2016 (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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $16,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,007 | $57,976+91.5% | $62,995+76.2% | $62,292+78.2% |
| Participation rate | 61.3% | 75.9%-14.7pp | 74.8%-13.5pp | 69.5%-8.2pp |
| Annual return | 13.29% | 17.54%-4.3pp | 87.57%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $3,717 | $2,415+53.9% | $2,759+34.7% | $2,042+82.0% |
| Participant deferral / active EE | $5,629 | $2,956+90.5% | $3,329+69.1% | $3,169+77.6% |
| Admin fee / account holder | $148 | $276-46.5% | $3,600-95.9% | $479-69.2% |