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.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $274,940 |
TIAA7 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $81,521 |
MALONEY & NOVOTNY LLC6 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $11,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $345,440 | $113,293+204.9% | $67,502+411.7% | $199,593+73.1% |
| Participation rate | 88.3% | 73.3%+14.9pp | 72.9%+15.4pp | 72.0%+16.3pp |
| Annual return | 13.59% | 15.88%-2.3pp | 3512.12%-3498.5pp | 34.25%-20.7pp |
| Employer contribution / active EE | $12,295 | $3,401+261.6% | $2,731+350.2% | $3,034+305.2% |
| Participant deferral / active EE | $9,240 | $4,159+122.2% | $4,000+131.0% | $5,087+81.6% |
| Admin fee / account holder | $65 | $103-36.9% | $3,998-98.4% | $269-76.0% |