Filed July 21, 2006
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 AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $58 |
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 | $49,005 | $65,322-25.0% | $70,449-30.4% | $73,488-33.3% |
| Participation rate | 98.7% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.0pp |
| Annual return | 14.00% | 15.71%-1.7pp | 109.03%-95.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,152 | $2,460-12.5% | $2,737-21.4% | $2,270-5.2% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-99.9% |