Filed August 14, 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 7-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $116,825 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $116,804 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-1867445 | Securities brokerage commissions and ... | $0 |
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 | $53,345 | $69,238-23.0% | $185,823-71.3% | $101,517-47.5% |
| Participation rate | 98.7% | 73.5%+25.2pp | 81.7%+17.0pp | 74.6%+24.2pp |
| Annual return | 20.67% | 21.26%-0.6pp | 122.05%-101.4pp | 21.00%-0.3pp |
| Employer contribution / active EE | $3,107 | $2,104+47.6% | $5,167-39.9% | $2,973+4.5% |
| Participant deferral / active EE | $5,588 | $3,764+48.5% | $5,568+0.4% | $4,873+14.7% |
| Admin fee / account holder | $2 | $66-96.9% | $16,237-100.0% | $139-98.5% |