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 Service code 10 · EIN 13-1624203 730 THIRD AVE · NY, NY 100173206 | Accounting | $32,723 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $23,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,253 | $204,517-80.8% | $69,455-43.5% | $77,787-49.5% |
| Participation rate | 97.0% | 74.6%+22.3pp | 74.6%+22.4pp | 73.2%+23.7pp |
| Annual return | 6.99% | 22.10%-15.1pp | 28.97%-22.0pp | 32.57%-25.6pp |
| Employer contribution / active EE | $1,739 | $3,548-51.0% | $2,779-37.4% | $2,504-30.5% |
| Participant deferral / active EE | $3,349 | $3,478-3.7% | $3,535-5.3% | $3,967-15.6% |
| Admin fee / account holder | $14 | $101-86.5% | $3,839-99.6% | $100-86.4% |