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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $6,892 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY B-60 · SAN RAFAEL, CA 95903 | Consulting | $6,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,522 | $48,230+25.5% | $67,502-10.3% | $80,856-25.1% |
| Participation rate | 93.3% | 66.4%+27.0pp | 72.9%+20.5pp | 67.6%+25.7pp |
| Annual return | 12.89% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $996 | $2,020-50.7% | $2,731-63.5% | $2,755-63.9% |
| Participant deferral / active EE | $2,732 | $2,924-6.6% | $4,000-31.7% | $4,296-36.4% |
| Admin fee / account holder | $109 | $3,681-97.1% | $3,998-97.3% | $6,918-98.4% |