Filed October 21, 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 |
|---|---|---|
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $23,100 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,000 |
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 | $124,917 | $74,552+67.6% | $62,995+98.3% | $69,631+79.4% |
| Participation rate | 96.9% | 78.3%+18.6pp | 74.8%+22.1pp | 70.7%+26.2pp |
| Annual return | 13.31% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $4,340 | $2,929+48.2% | $2,759+57.3% | $2,032+113.5% |
| Participant deferral / active EE | $6,295 | $2,974+111.7% | $3,329+89.1% | $3,224+95.3% |
| Admin fee / account holder | $23 | $59-61.3% | $3,600-99.4% | $110-79.2% |