Filed November 12, 2002
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 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Plan Administrator | $32,138 |
LPL FINANCIAL6 years Service code 27 · EIN 04-3046611 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $21,000 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $5,749 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,123 | $67,984+31.1% | $65,493+36.1% | $74,304+19.9% |
| Participation rate | 79.5% | 66.3%+13.2pp | 73.1%+6.4pp | 60.3%+19.1pp |
| Annual return | 14.73% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,592 | $2,491+44.2% | $2,574+39.5% | $2,241+60.3% |
| Participant deferral / active EE | $4,856 | $3,346+45.1% | $3,961+22.6% | $3,767+28.9% |
| Admin fee / account holder | $142 | $1,373-89.7% | $5,028-97.2% | $2,969-95.2% |