Filed November 27, 2002
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 |
|---|---|---|
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $6,562 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,427 | $45,602-39.9% | $117,472-76.7% | $66,914-59.0% |
| Participation rate | 96.1% | 57.6%+38.5pp | 70.6%+25.5pp | 69.8%+26.3pp |
| Annual return | -12.73% | -16.74%+4.0pp | 29.74%-42.5pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,193 | $1,579+38.9% | $4,176-47.5% | $2,544-13.8% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,070-100.0% | $4,237-100.0% |
| Admin fee / account holder | $26 | $661-96.1% | $5,645-99.5% | $593-95.6% |