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 |
|---|---|---|
TIAA2 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $100 |
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 | $110,590 | $82,202+34.5% | $125,339-11.8% | $64,808+70.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 82.4%+8.5pp | 71.5%+19.4pp |
| Annual return | -8.70% | 3.48%-12.2pp | 572.05%-580.8pp | 32.82%-41.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,280 | $7,175+1.5% | $7,446-2.2% | $4,310+68.9% |
| Admin fee / account holder | $0 | $163-99.8% | $10,010-100.0% | $188-99.9% |