Filed August 16, 2002 (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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $128,357 |
Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,522 | $91,762+93.5% | $67,502+163.0% | $77,643+128.6% |
| Participation rate | 98.4% | 75.9%+22.5pp | 72.9%+25.5pp | 70.6%+27.8pp |
| Annual return | 12.84% | 14.87%-2.0pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $6,869 | $3,181+115.9% | $2,731+151.5% | $2,726+152.0% |
| Participant deferral / active EE | $5,009 | $3,903+28.3% | $4,000+25.2% | $4,647+7.8% |
| Admin fee / account holder | $90 | $176-48.6% | $3,998-97.7% | $430-79.0% |