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 |
|---|---|---|
TIAA8+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $103,063 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $32,477 |
RSM US LLP1 year Service code 99 · EIN 42-0714325 | Other Fees | $14,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,470 |
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 | $182,956 | $79,124+131.2% | $60,874+200.5% | $64,808+182.3% |
| Participation rate | 84.5% | 77.7%+6.8pp | 73.1%+11.4pp | 71.5%+13.0pp |
| Annual return | -10.88% | -7.13%-3.8pp | 16.90%-27.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $7,007 | $3,050+129.7% | $2,701+159.4% | $2,506+179.6% |
| Participant deferral / active EE | $8,609 | $3,725+131.1% | $3,817+125.6% | $4,310+99.7% |
| Admin fee / account holder | $192 | $106+81.5% | $3,224-94.1% | $188+2.1% |