Filed October 16, 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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $33,602 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $27,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $84,948-28.3% | $70,449-13.6% | $73,409-17.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.67% | 13.39%-0.7pp | 109.03%-96.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,819 | $2,834-35.8% | $2,737-33.5% | $2,234-18.6% |
| Participant deferral / active EE | $3,111 | $3,387-8.1% | $3,709-16.1% | $3,805-18.2% |
| Admin fee / account holder | $144 | $98+46.7% | $3,845-96.3% | $158-8.9% |