Filed December 2, 1996
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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $108,225 |
EDUCATION DEVELOPMENT CENTER10+ years Service code 99 · EIN 04-2241718 | Other Fees | $48,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,776 | $91,762+20.7% | $67,502+64.1% | $77,643+42.7% |
| Participation rate | 97.0% | 75.9%+21.1pp | 72.9%+24.1pp | 70.6%+26.4pp |
| Annual return | 12.64% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $10,634 | $3,181+234.3% | $2,731+289.4% | $2,726+290.1% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $94 | $176-46.4% | $3,998-97.6% | $430-78.1% |