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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $48,081 |
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 | $94,728 | $60,323+57.0% | $81,812+15.8% | $74,495+27.2% |
| Participation rate | 91.0% | 62.9%+28.2pp | 72.3%+18.7pp | 67.2%+23.8pp |
| Annual return | 14.58% | 16.90%-2.3pp | 773.79%-759.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,563 | $2,620-2.2% | $2,912-12.0% | $2,623-2.3% |
| Participant deferral / active EE | $4,812 | $3,387+42.1% | $4,319+11.4% | $4,346+10.7% |
| Admin fee / account holder | $147 | $1,486-90.1% | $7,386-98.0% | $1,942-92.4% |