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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $55,724 |
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 | $112,675 | $56,317+100.1% | $71,209+58.2% | $74,304+51.6% |
| Participation rate | 90.7% | 55.1%+35.5pp | 73.8%+16.9pp | 60.3%+30.3pp |
| Annual return | 15.63% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,077 | $2,160+42.5% | $2,721+13.1% | $2,241+37.3% |
| Participant deferral / active EE | $5,820 | $2,788+108.8% | $4,175+39.4% | $3,767+54.5% |
| Admin fee / account holder | $171 | $2,290-92.5% | $5,349-96.8% | $2,969-94.2% |