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 | $9,035 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,445 | $52,406-24.7% | $129,207-69.5% | $74,495-47.0% |
| Participation rate | 96.9% | 53.8%+43.1pp | 69.6%+27.3pp | 67.2%+29.7pp |
| Annual return | 14.47% | 15.66%-1.2pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $545 | $1,531-64.4% | $4,153-86.9% | $2,623-79.2% |
| Participant deferral / active EE | $3,166 | $2,794+13.3% | $4,168-24.0% | $4,346-27.1% |
| Admin fee / account holder | $39 | $2,633-98.5% | $7,715-99.5% | $1,942-98.0% |