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.2 years Filed as: VANGUARD Service code 10 · EIN 34-1018992 PO BOX 1101 · VALLEY FORGE, PA 19482 | Accounting | $255,957 |
TIAA2 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $134,643 |
MALONEY & NOVOTNY LLC1 year Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $271,607 | $204,517+32.8% | $69,455+291.1% | $77,787+249.2% |
| Participation rate | 82.3% | 74.6%+7.7pp | 74.6%+7.7pp | 73.2%+9.1pp |
| Annual return | 5.94% | 22.10%-16.2pp | 28.97%-23.0pp | 32.57%-26.6pp |
| Employer contribution / active EE | $11,081 | $3,548+212.3% | $2,779+298.7% | $2,504+342.5% |
| Participant deferral / active EE | $7,901 | $3,478+127.2% | $3,535+123.5% | $3,967+99.2% |
| Admin fee / account holder | $70 | $101-30.8% | $3,839-98.2% | $100-30.5% |