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.1 year Filed as: VANGUARD Service code 10 · EIN 34-1018992 PO BOX 1101 · VALLEY FORGE, PA 19482 | Accounting | $236,040 |
TIAA1 year Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $69,445 |
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 | $265,212 | $87,173+204.2% | $59,878+342.9% | $75,289+252.3% |
| Participation rate | 81.5% | 74.5%+7.0pp | 74.7%+6.8pp | 72.4%+9.1pp |
| Annual return | 8.75% | -2.14%+10.9pp | 3.46%+5.3pp | -0.04%+8.8pp |
| Employer contribution / active EE | $10,765 | $3,473+210.0% | $2,722+295.6% | $2,405+347.6% |
| Participant deferral / active EE | $7,771 | $3,379+130.0% | $3,402+128.4% | $3,739+107.9% |
| Admin fee / account holder | $53 | $75-29.6% | $3,590-98.5% | $102-48.5% |