Filed December 14, 2001
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 |
|---|---|---|
TIAA4+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $49,608 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $29,023 |
THE HOTCHKISS SCHOOL1 year Service code 99 · EIN 06-0647018 | Other Fees | $9,250 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $7,450 |
COHNREZNICK LLP1 year Service code 15 · EIN 22-1478099 | Recordkeeping | $7,000 |
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 | $156,019 | $70,083+122.6% | $59,878+160.6% | $55,725+180.0% |
| Participation rate | 82.5% | 78.4%+4.1pp | 74.7%+7.8pp | 70.9%+11.6pp |
| Annual return | -1.74% | 3.13%-4.9pp | 3.46%-5.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $6,457 | $2,878+124.3% | $2,722+137.2% | $2,078+210.7% |
| Participant deferral / active EE | $7,382 | $3,079+139.8% | $3,402+117.0% | $3,356+120.0% |
| Admin fee / account holder | $138 | $70+95.9% | $3,590-96.2% | $115+19.6% |