Filed June 23, 2003
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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $5,268 |
TIAA2 years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Consulting (pension); Insurance morta... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,425 | $65,322+164.0% | $70,449+144.8% | $73,488+134.6% |
| Participation rate | 83.3% | 77.0%+6.4pp | 75.1%+8.3pp | 70.7%+12.7pp |
| Annual return | 15.13% | 15.71%-0.6pp | 109.03%-93.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $4,236 | $2,460+72.2% | $2,737+54.8% | $2,270+86.6% |
| Participant deferral / active EE | $2,442 | $3,375-27.6% | $3,709-34.2% | $3,740-34.7% |
| Admin fee / account holder | $12 | $214-94.5% | $3,845-99.7% | $513-97.7% |