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 |
|---|---|---|
TIAA7+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $110,121 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,825 |
THE HOTCHKISS SCHOOL4 years Service code 99 · EIN 06-0647018 | Other Fees | $10,500 |
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 | $213,002 | $94,833+124.6% | $75,696+181.4% | $86,799+145.4% |
| Participation rate | 85.0% | 79.1%+5.9pp | 74.8%+10.2pp | 72.3%+12.7pp |
| Annual return | 13.36% | 16.91%-3.6pp | 104.53%-91.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $6,651 | $2,904+129.0% | $2,743+142.5% | $2,405+176.5% |
| Participant deferral / active EE | $8,268 | $3,632+127.7% | $3,821+116.4% | $4,131+100.2% |
| Admin fee / account holder | $196 | $109+80.2% | $3,619-94.6% | $170+15.4% |