Filed December 14, 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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,849 |
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 | $67,074 | $45,073+48.8% | $69,455-3.4% | $72,985-8.1% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.3pp |
| Annual return | 16.73% | 22.65%-5.9pp | 28.97%-12.2pp | 81.00%-64.3pp |
| Employer contribution / active EE | $3,199 | $2,054+55.8% | $2,779+15.1% | $2,440+31.1% |
| Participant deferral / active EE | $4,123 | $2,602+58.5% | $3,535+16.6% | $3,607+14.3% |
| Admin fee / account holder | $9 | $3,056-99.7% | $3,839-99.8% | $5,124-99.8% |