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 | Participant communication; Direct pay... | $7,356 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $632 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $30,625 | $63,259-51.6% | $178,490-82.8% | $93,223-67.1% |
| Participation rate | 97.0% | 72.1%+24.8pp | 81.9%+15.0pp | 74.9%+22.1pp |
| Annual return | 13.38% | 19.93%-6.5pp | 151.07%-137.7pp | 19.29%-5.9pp |
| Employer contribution / active EE | $3,570 | $1,865+91.4% | $5,011-28.8% | $2,680+33.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $1 | $58-98.7% | $13,984-100.0% | $79-99.0% |