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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $9,281 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,859 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,097 | $53,565-47.5% | $172,739-83.7% | $82,204-65.8% |
| Participation rate | 99.3% | 69.6%+29.7pp | 82.6%+16.7pp | 73.4%+25.9pp |
| Annual return | 18.50% | 31.42%-12.9pp | 802.84%-784.3pp | 26.31%-7.8pp |
| Employer contribution / active EE | $3,656 | $1,857+96.9% | $5,143-28.9% | $2,707+35.1% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $2 | $61-97.3% | $13,954-100.0% | $76-97.8% |