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 LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $9,490 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,216 | $48,335-27.1% | $121,098-70.9% | $71,457-50.7% |
| Participation rate | 92.6% | 54.3%+38.3pp | 69.5%+23.1pp | 67.9%+24.7pp |
| Annual return | 20.58% | 23.32%-2.7pp | 985.75%-965.2pp | 28.85%-8.3pp |
| Employer contribution / active EE | $422 | $1,489-71.7% | $4,164-89.9% | $2,588-83.7% |
| Participant deferral / active EE | $2,398 | $2,754-12.9% | $4,080-41.2% | $4,289-44.1% |
| Admin fee / account holder | $32 | $1,841-98.3% | $5,644-99.4% | $1,587-98.0% |