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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,254 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,701 |
FID INV INST OPS CO2 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 | $30,323 | $52,346-42.1% | $143,757-78.9% | $78,044-61.1% |
| Participation rate | 90.8% | 72.7%+18.1pp | 80.3%+10.5pp | 74.4%+16.4pp |
| Annual return | -13.85% | -14.19%+0.3pp | -0.04%-13.8pp | 10.87%-24.7pp |
| Employer contribution / active EE | $3,807 | $2,131+78.7% | $4,951-23.1% | $3,125+21.9% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $1 | $63-98.0% | $14,673-100.0% | $79-98.4% |