Filed October 9, 2001 (most recent of 2 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+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,214 |
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 | $42,906 | $39,122+9.7% | $57,179-25.0% | $62,891-31.8% |
| Participation rate | 99.0% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.7pp |
| Annual return | 7.47% | 9.23%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,094 | $1,874+65.1% | $2,682+15.4% | $2,281+35.7% |
| Participant deferral / active EE | $3,081 | $2,374+29.8% | $3,096-0.5% | $3,203-3.8% |
| Admin fee / account holder | $5 | $2,592-99.8% | $3,139-99.8% | $4,296-99.9% |