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.2 years Filed as: VANGUARD GROUP INC. Service code 10 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Accounting | $54,023 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $24,091 |
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 | $48,884 | $120,057-59.3% | $75,696-35.4% | $93,030-47.5% |
| Participation rate | 97.0% | 77.3%+19.7pp | 74.8%+22.1pp | 73.9%+23.1pp |
| Annual return | 28.70% | 19.62%+9.1pp | 104.53%-75.8pp | 158.70%-130.0pp |
| Employer contribution / active EE | $2,109 | $3,253-35.2% | $2,743-23.1% | $2,706-22.0% |
| Participant deferral / active EE | $3,323 | $4,089-18.7% | $3,821-13.0% | $4,562-27.2% |
| Admin fee / account holder | $17 | $81-79.1% | $3,619-99.5% | $152-88.8% |