Filed April 10, 2003 (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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $336,267 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $13,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,839 | $117,148+27.1% | $67,511+120.5% | $99,061+50.3% |
| Participation rate | 95.5% | 72.7%+22.8pp | 72.9%+22.6pp | 71.6%+23.9pp |
| Annual return | 13.24% | 14.15%-0.9pp | 3517.41%-3504.2pp | 17.66%-4.4pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,733-100.0% | $3,261-100.0% |
| Participant deferral / active EE | $8,376 | $4,782+75.2% | $4,000+109.4% | $5,331+57.1% |
| Admin fee / account holder | $27 | $50-46.1% | $3,999-99.3% | $109-75.2% |