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 |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,229 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,687 | $74,933-44.4% | $154,803-73.1% | $117,739-64.6% |
| Participation rate | 90.7% | 64.5%+26.2pp | 78.1%+12.6pp | 76.6%+14.0pp |
| Annual return | 15.59% | 17.34%-1.8pp | 58.88%-43.3pp | 17.29%-1.7pp |
| Employer contribution / active EE | $4,469 | $2,316+93.0% | $4,305+3.8% | $3,746+19.3% |
| Participant deferral / active EE | $0 | $3,942-100.0% | $5,540-100.0% | $6,128-100.0% |
| Admin fee / account holder | $0 | $129-99.6% | $14,329-100.0% | $112-99.6% |