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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,740 | $60,989-26.6% | $60,874-26.5% | $66,914-33.1% |
| Participation rate | 98.4% | 74.5%+23.9pp | 73.1%+25.3pp | 69.8%+28.6pp |
| Annual return | -11.25% | -9.60%-1.7pp | 16.90%-28.2pp | 1.58%-12.8pp |
| Employer contribution / active EE | $3,038 | $2,661+14.2% | $2,701+12.5% | $2,544+19.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $18 | $338-94.8% | $3,224-99.5% | $593-97.0% |