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.4 years Filed as: VANGUARD GROUP INC. Service code 10 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Accounting | $62,447 |
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $27,449 |
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 | $44,033 | $105,179-58.1% | $64,056-31.3% | $80,160-45.1% |
| Participation rate | 96.0% | 73.5%+22.5pp | 72.3%+23.7pp | 72.9%+23.1pp |
| Annual return | 11.89% | 20.34%-8.5pp | 33.69%-21.8pp | 40.38%-28.5pp |
| Employer contribution / active EE | $2,260 | $3,311-31.7% | $2,747-17.7% | $2,978-24.1% |
| Participant deferral / active EE | $3,375 | $4,020-16.1% | $3,880-13.0% | $5,017-32.7% |
| Admin fee / account holder | $19 | $113-83.4% | $3,068-99.4% | $145-87.0% |