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.6 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Recordkeeping | $77,035 |
TIAA8 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $41,039 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,834 | $115,444-55.1% | $65,493-20.9% | $102,872-49.6% |
| Participation rate | 96.5% | 71.2%+25.3pp | 73.1%+23.4pp | 73.0%+23.5pp |
| Annual return | 12.63% | 15.94%-3.3pp | 982.45%-969.8pp | 19.06%-6.4pp |
| Employer contribution / active EE | $3,079 | $3,409-9.7% | $2,574+19.6% | $3,526-12.7% |
| Participant deferral / active EE | $3,652 | $4,118-11.3% | $3,961-7.8% | $5,535-34.0% |
| Admin fee / account holder | $22 | $123-82.3% | $5,028-99.6% | $292-92.5% |