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 GROUP INC. Service code 10 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Accounting | $37,715 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $19,447 |
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 | $39,262 | $105,581-62.8% | $70,449-44.3% | $90,288-56.5% |
| Participation rate | 97.2% | 77.5%+19.7pp | 75.1%+22.2pp | 73.4%+23.9pp |
| Annual return | 4.82% | 14.78%-10.0pp | 109.03%-104.2pp | 53.97%-49.1pp |
| Employer contribution / active EE | $1,894 | $3,304-42.7% | $2,737-30.8% | $2,524-24.9% |
| Participant deferral / active EE | $3,192 | $3,813-16.3% | $3,709-13.9% | $4,232-24.6% |
| Admin fee / account holder | $5 | $68-92.8% | $3,845-99.9% | $114-95.7% |