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 GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $271,132 |
TIAA3 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $106,985 |
MALONEY & NOVOTNY LLC2 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $17,000 |
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 | $274,485 | $105,581+160.0% | $70,449+289.6% | $90,288+204.0% |
| Participation rate | 84.9% | 77.5%+7.4pp | 75.1%+9.9pp | 73.4%+11.6pp |
| Annual return | 3.97% | 14.78%-10.8pp | 109.03%-105.1pp | 53.97%-50.0pp |
| Employer contribution / active EE | $11,087 | $3,304+235.6% | $2,737+305.1% | $2,524+339.2% |
| Participant deferral / active EE | $7,998 | $3,813+109.8% | $3,709+115.7% | $4,232+89.0% |
| Admin fee / account holder | $68 | $68+0.5% | $3,845-98.2% | $114-40.5% |