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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $9,867 |
FID INV INST OPS CO4 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 | $37,193 | $67,679-45.0% | $155,509-76.1% | $99,062-62.5% |
| Participation rate | 90.8% | 67.2%+23.6pp | 78.2%+12.6pp | 71.6%+19.2pp |
| Annual return | 13.11% | 16.16%-3.0pp | 64.67%-51.6pp | 17.66%-4.5pp |
| Employer contribution / active EE | $4,051 | $2,268+78.6% | $4,672-13.3% | $3,262+24.2% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $1 | $94-99.1% | $15,912-100.0% | $109-99.3% |