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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,690 |
Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,035 | $84,948+76.6% | $70,449+113.0% | $73,409+104.4% |
| Participation rate | 97.8% | 79.9%+17.9pp | 75.1%+22.8pp | 72.2%+25.7pp |
| Annual return | 14.13% | 13.39%+0.7pp | 109.03%-94.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $5,409 | $2,834+90.9% | $2,737+97.6% | $2,234+142.2% |
| Participant deferral / active EE | $4,958 | $3,387+46.4% | $3,709+33.7% | $3,805+30.3% |
| Admin fee / account holder | $68 | $98-30.3% | $3,845-98.2% | $158-56.7% |