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 |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $83,095 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $29,849 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $7,979 |
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 | $177,335 | $95,542+85.6% | $69,455+155.3% | $67,579+162.4% |
| Participation rate | 82.3% | 79.4%+2.9pp | 74.6%+7.7pp | 71.3%+11.0pp |
| Annual return | 18.06% | 17.67%+0.4pp | 28.97%-10.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $6,127 | $2,989+105.0% | $2,779+120.5% | $2,148+185.3% |
| Participant deferral / active EE | $7,144 | $3,263+118.9% | $3,535+102.1% | $3,539+101.8% |
| Admin fee / account holder | $157 | $90+75.0% | $3,839-95.9% | $142+10.5% |