Filed October 14, 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 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $47,749 |
PLANPILOT, LLC1 year Service code 26 · EIN 45-4168388 223 W JACKSON VLVD STE 800 · CHICAGO, IL 606066913 | Advisory (Participants) | $29,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,978 | $53,822+80.2% | $75,696+28.1% | $85,850+13.0% |
| Participation rate | 97.4% | 69.1%+28.3pp | 74.8%+22.6pp | 69.3%+28.1pp |
| Annual return | 25.70% | 24.54%+1.2pp | 104.53%-78.8pp | 318.53%-292.8pp |
| Employer contribution / active EE | $7,397 | $2,017+266.8% | $2,743+169.7% | $2,565+188.4% |
| Participant deferral / active EE | $6,314 | $2,895+118.1% | $3,821+65.2% | $3,952+59.8% |
| Admin fee / account holder | $478 | $3,343-85.7% | $3,619-86.8% | $6,260-92.4% |