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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $286,312 |
TIAA6 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $70,775 |
MALONEY & NOVOTNY LLC5 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $8,795 |
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 | $305,947 | $105,179+190.9% | $64,056+377.6% | $80,160+281.7% |
| Participation rate | 89.3% | 73.5%+15.8pp | 72.3%+17.0pp | 72.9%+16.4pp |
| Annual return | 10.28% | 20.34%-10.1pp | 33.69%-23.4pp | 40.38%-30.1pp |
| Employer contribution / active EE | $11,854 | $3,311+258.1% | $2,747+331.6% | $2,978+298.1% |
| Participant deferral / active EE | $9,134 | $4,020+127.2% | $3,880+135.4% | $5,017+82.1% |
| Admin fee / account holder | $63 | $113-44.8% | $3,068-98.0% | $145-56.9% |