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 |
|---|---|---|
TIAA8+ years Service code 16 · EIN 13-1624203 | Consulting | $46,155 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
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 | $224,295 | $47,126+375.9% | $149,673+49.9% | $74,419+201.4% |
| Participation rate | 70.4% | 63.4%+7.0pp | 78.8%-8.4pp | 70.7%-0.3pp |
| Annual return | 16.57% | 22.75%-6.2pp | 134.42%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $14,672 | $1,905+670.0% | $4,818+204.5% | $2,637+456.3% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |