Filed October 7, 2002 (most recent of 3 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 |
|---|---|---|
TIAA6+ years Service code 16 · EIN 13-1624203 | Consulting | $4,093 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $803 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $222,980 | $56,485+294.8% | $185,823+20.0% | $86,799+156.9% |
| Participation rate | 67.6% | 65.5%+2.1pp | 81.7%-14.1pp | 72.3%-4.7pp |
| Annual return | 13.87% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $14,087 | $1,843+664.4% | $5,167+172.6% | $2,405+485.7% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $5 | $150-96.4% | $16,237-100.0% | $170-96.8% |