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 |
|---|---|---|
TIAA7+ years Service code 16 · EIN 13-1624203 | Consulting | $509 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,344 |
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 | $191,989 | $46,292+314.7% | $143,757+33.6% | $64,808+196.2% |
| Participation rate | 68.7% | 64.2%+4.5pp | 80.3%-11.6pp | 71.5%-2.8pp |
| Annual return | -14.44% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $14,756 | $1,910+672.7% | $4,951+198.0% | $2,506+488.9% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $154-98.2% | $14,673-100.0% | $188-98.5% |