Filed August 30, 2005
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 AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $53,778 |
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 | $91,632 | $74,552+22.9% | $62,995+45.5% | $69,631+31.6% |
| Participation rate | 81.1% | 78.3%+2.8pp | 74.8%+6.3pp | 70.7%+10.4pp |
| Annual return | 15.48% | 15.77%-0.3pp | 87.57%-72.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,789 | $2,929-4.8% | $2,759+1.1% | $2,032+37.2% |
| Participant deferral / active EE | $4,910 | $2,974+65.1% | $3,329+47.5% | $3,224+52.3% |
| Admin fee / account holder | $108 | $59+82.1% | $3,600-97.0% | $110-2.0% |