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 |
|---|---|---|
TIAA3 years Service code 18 · EIN 13-1624203 | Other investment fees and expenses; F... | $10,350 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $6,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,259 | $95,274+21.0% | $135,903-15.2% | $74,419+54.9% |
| Participation rate | 88.3% | 78.2%+10.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 13.72% | 32.77%-19.1pp | 68.23%-54.5pp | 34.38%-20.7pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,430 | $7,782-17.4% | $7,758-17.1% | $4,528+42.0% |
| Admin fee / account holder | $42 | $266-84.3% | $10,762-99.6% | $348-88.0% |