Filed May 16, 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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,287 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,060 | $60,989+80.5% | $60,874+80.8% | $66,914+64.5% |
| Participation rate | 92.6% | 74.5%+18.1pp | 73.1%+19.5pp | 69.8%+22.8pp |
| Annual return | -11.18% | -9.60%-1.6pp | 16.90%-28.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,593 | $2,661-2.5% | $2,701-4.0% | $2,544+1.9% |
| Participant deferral / active EE | $4,606 | $3,615+27.4% | $3,817+20.7% | $4,237+8.7% |
| Admin fee / account holder | $67 | $338-80.3% | $3,224-97.9% | $593-88.8% |