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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $319,691 |
TIAA5 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $70,703 |
MALONEY & NOVOTNY LLC4 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $13,500 |
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 | $300,106 | $98,780+203.8% | $60,874+393.0% | $77,904+285.2% |
| Participation rate | 80.7% | 76.7%+4.0pp | 73.1%+7.6pp | 73.7%+7.0pp |
| Annual return | -9.02% | -11.56%+2.5pp | 16.90%-25.9pp | 12.21%-21.2pp |
| Employer contribution / active EE | $11,666 | $3,605+223.6% | $2,701+331.8% | $2,848+309.7% |
| Participant deferral / active EE | $9,281 | $4,200+121.0% | $3,817+143.2% | $4,806+93.1% |
| Admin fee / account holder | $71 | $89-19.3% | $3,224-97.8% | $133-46.1% |