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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,300 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,521 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $2,439 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,258 | $69,238-47.6% | $185,823-80.5% | $101,517-64.3% |
| Participation rate | 85.9% | 73.5%+12.4pp | 81.7%+4.2pp | 74.6%+11.4pp |
| Annual return | 13.07% | 21.26%-8.2pp | 122.05%-109.0pp | 21.00%-7.9pp |
| Employer contribution / active EE | $3,475 | $2,104+65.1% | $5,167-32.8% | $2,973+16.9% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $3 | $66-96.2% | $16,237-100.0% | $139-98.2% |