Filed November 12, 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 |
|---|---|---|
TIAA5 years Service code 18 · EIN 13-1624203 | Trustee (bank, trust company, or simi... | $30,836 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $9,627 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,302 | $119,446-10.2% | $150,045-28.5% | $85,563+25.4% |
| Participation rate | 73.7% | 75.4%-1.8pp | 82.3%-8.7pp | 66.0%+7.7pp |
| Annual return | 12.54% | 23.72%-11.2pp | 62.55%-50.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,286 | $7,985-33.8% | $7,997-33.9% | $4,375+20.8% |
| Admin fee / account holder | $65 | $548-88.1% | $13,435-99.5% | $834-92.2% |