Filed May 29, 2003 (most recent of 2 filings on file)
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 | Recordkeeping | $112,798 |
Service code 28 · EIN 95-4786748 | Investment Management | $20,398 |
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 | $153,605 | $105,581+45.5% | $70,449+118.0% | $90,288+70.1% |
| Participation rate | 99.1% | 77.5%+21.5pp | 75.1%+24.0pp | 73.4%+25.7pp |
| Annual return | 12.50% | 14.78%-2.3pp | 109.03%-96.5pp | 53.97%-41.5pp |
| Employer contribution / active EE | $5,257 | $3,304+59.1% | $2,737+92.1% | $2,524+108.3% |
| Participant deferral / active EE | $3,133 | $3,813-17.8% | $3,709-15.5% | $4,232-26.0% |
| Admin fee / account holder | $64 | $68-4.7% | $3,845-98.3% | $114-43.6% |