Filed January 27, 2003
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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $41,262 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,553 | $58,264+55.4% | $86,612+4.5% | $71,457+26.7% |
| Participation rate | 89.1% | 65.0%+24.1pp | 71.7%+17.4pp | 67.9%+21.2pp |
| Annual return | 18.55% | 21.63%-3.1pp | 591.07%-572.5pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,517 | $2,574-2.2% | $3,022-16.7% | $2,588-2.7% |
| Participant deferral / active EE | $4,942 | $3,436+43.8% | $4,438+11.4% | $4,289+15.2% |
| Admin fee / account holder | $137 | $1,057-87.1% | $5,614-97.6% | $1,587-91.4% |