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 LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $6,549 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,883 | $52,406-33.4% | $129,207-73.0% | $74,495-53.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.66% | 15.66%+4.0pp | 9417.33%-9397.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,881 | $1,531+88.2% | $4,153-30.6% | $2,623+9.8% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $4,168-100.0% | $4,346-100.0% |
| Admin fee / account holder | $38 | $2,633-98.6% | $7,715-99.5% | $1,942-98.0% |