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.5 years Filed as: VANGUARD GROUP INC. Service code 10 · EIN 23-1945930 730 THIRD AVE · NY, NY 100173206 | Accounting | $67,267 |
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $32,284 |
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 | $47,979 | $113,293-57.7% | $67,502-28.9% | $199,593-76.0% |
| Participation rate | 96.6% | 73.3%+23.3pp | 72.9%+23.7pp | 72.0%+24.6pp |
| Annual return | 15.20% | 15.88%-0.7pp | 3512.12%-3496.9pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,752 | $3,401-19.1% | $2,731+0.8% | $3,034-9.3% |
| Participant deferral / active EE | $3,530 | $4,159-15.1% | $4,000-11.7% | $5,087-30.6% |
| Admin fee / account holder | $19 | $103-81.4% | $3,998-99.5% | $269-92.9% |