Filed January 22, 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 8-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 15 · EIN 13-1624203 | Recordkeeping | $117,915 |
CAMMACK LARHETTE ADVISORS3 years Service code 16 · EIN 20-4668732 | Consulting | $81,149 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $20,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,349 | $111,608-54.0% | $177,821-71.1% | $73,409-30.1% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 11.80% | 18.23%-6.4pp | 48.32%-36.5pp | 59.29%-47.5pp |
| Employer contribution / active EE | $3,405 | $3,796-10.3% | $5,918-42.5% | $2,234+52.4% |
| Participant deferral / active EE | $4,030 | $6,199-35.0% | $7,714-47.8% | $3,805+5.9% |
| Admin fee / account holder | $201 | $166+21.2% | $12,427-98.4% | $158+27.1% |