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.3 years Filed as: VANGUARD GROUP INC. Service code 10 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Accounting | $63,169 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $28,213 |
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 | $41,381 | $98,780-58.1% | $60,874-32.0% | $77,904-46.9% |
| Participation rate | 96.2% | 76.7%+19.5pp | 73.1%+23.0pp | 73.7%+22.5pp |
| Annual return | -10.90% | -11.56%+0.7pp | 16.90%-27.8pp | 12.21%-23.1pp |
| Employer contribution / active EE | $2,232 | $3,605-38.1% | $2,701-17.4% | $2,848-21.6% |
| Participant deferral / active EE | $3,417 | $4,200-18.7% | $3,817-10.5% | $4,806-28.9% |
| Admin fee / account holder | $20 | $89-77.9% | $3,224-99.4% | $133-85.2% |