Filed October 9, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $286,154 |
TIAA8 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $92,426 |
MALONEY & NOVOTNY LLC7 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $7,445 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $366,069 | $115,444+217.1% | $65,493+458.9% | $102,872+255.8% |
| Participation rate | 89.8% | 71.2%+18.7pp | 73.1%+16.7pp | 73.0%+16.8pp |
| Annual return | 10.97% | 15.94%-5.0pp | 982.45%-971.5pp | 19.06%-8.1pp |
| Employer contribution / active EE | $12,979 | $3,409+280.7% | $2,574+404.2% | $3,526+268.0% |
| Participant deferral / active EE | $9,412 | $4,118+128.5% | $3,961+137.6% | $5,535+70.1% |
| Admin fee / account holder | $68 | $123-44.6% | $5,028-98.6% | $292-76.7% |