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 | $12,158 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $644 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,272 | $45,602-33.6% | $117,472-74.2% | $66,914-54.8% |
| Participation rate | 90.1% | 57.6%+32.5pp | 70.6%+19.6pp | 69.8%+20.3pp |
| Annual return | -13.28% | -16.74%+3.5pp | 29.74%-43.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $404 | $1,579-74.4% | $4,176-90.3% | $2,544-84.1% |
| Participant deferral / active EE | $2,317 | $2,845-18.6% | $4,070-43.1% | $4,237-45.3% |
| Admin fee / account holder | $38 | $661-94.3% | $5,645-99.3% | $593-93.6% |