Filed March 8, 2004
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 |
|---|---|---|
TCP ASSET MANAGEMENT2 years Service code 28 · EIN 81-4385158 | Investment Management | $12,215 |
Service code 28 · EIN 86-0862232 | Investment Management | $7,483 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY Service code 50 · EIN 71-0294708 | Direct Payment | $5,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,529 | $99,957+302.7% | $149,696+168.9% | $73,488+447.7% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.4pp | 70.7%+24.2pp |
| Annual return | 14.03% | 53.87%-39.8pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $9,099 | $3,191+185.1% | $4,644+95.9% | $2,270+300.8% |
| Participant deferral / active EE | $9,836 | $6,073+62.0% | $6,842+43.8% | $3,740+163.0% |
| Admin fee / account holder | $54 | $551-90.3% | $9,309-99.4% | $513-89.6% |