Filed May 15, 2008 (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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $756 |
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 | $71,824 | $52,467+36.9% | $57,179+25.6% | $55,167+30.2% |
| Participation rate | 74.6% | 75.8%-1.3pp | 75.3%-0.8pp | 69.0%+5.6pp |
| Annual return | 6.38% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,314 | $2,477+74.1% | $2,682+60.8% | $1,963+119.8% |
| Participant deferral / active EE | $4,263 | $2,830+50.6% | $3,096+37.7% | $3,054+39.6% |
| Admin fee / account holder | $5 | $269-98.1% | $3,139-99.8% | $504-99.0% |