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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,323 |
AAFCPAS, INC.2 years Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $18,643 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 26 · EIN 81-0776852 | Advisory (Participants) | $15,000 |
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 | $104,620 | $67,984+53.9% | $65,493+59.7% | $74,304+40.8% |
| Participation rate | 94.2% | 66.3%+27.8pp | 73.1%+21.1pp | 60.3%+33.8pp |
| Annual return | 11.95% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $7,474 | $2,491+200.0% | $2,574+190.3% | $2,241+233.5% |
| Participant deferral / active EE | $5,804 | $3,346+73.4% | $3,961+46.5% | $3,767+54.1% |
| Admin fee / account holder | $399 | $1,373-71.0% | $5,028-92.1% | $2,969-86.6% |