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 |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $90,019 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $30,699 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $15,966 |
COHNREZNICK LLP3 years Service code 99 · EIN 22-1478099 | Other Fees | $10,300 |
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 | $192,473 | $84,948+126.6% | $70,449+173.2% | $73,409+162.2% |
| Participation rate | 85.4% | 79.9%+5.5pp | 75.1%+10.4pp | 72.2%+13.3pp |
| Annual return | 12.08% | 13.39%-1.3pp | 109.03%-97.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $6,904 | $2,834+143.6% | $2,737+152.3% | $2,234+209.1% |
| Participant deferral / active EE | $8,004 | $3,387+136.3% | $3,709+115.8% | $3,805+110.3% |
| Admin fee / account holder | $190 | $98+93.3% | $3,845-95.1% | $158+20.1% |