Filed March 15, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $6,791 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY B-60 · SAN RAFAEL, CA 95903 | Consulting | $6,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,374 | $46,553+18.9% | $64,056-13.6% | $75,163-26.3% |
| Participation rate | 90.7% | 65.9%+24.8pp | 72.3%+18.4pp | 67.2%+23.5pp |
| Annual return | 14.76% | 26.03%-11.3pp | 33.69%-18.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $966 | $1,974-51.1% | $2,747-64.8% | $2,670-63.8% |
| Participant deferral / active EE | $3,529 | $2,837+24.4% | $3,880-9.0% | $4,125-14.4% |
| Admin fee / account holder | $105 | $2,952-96.4% | $3,068-96.6% | $5,651-98.1% |