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 |
|---|---|---|
TIAA9+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $109,011 |
FIDUCIARY INVESTMENT ADVISORS9+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,406 |
RSM US LLP2 years Service code 99 · EIN 42-0714325 | Other Fees | $12,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,250 |
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 | $201,139 | $83,884+139.8% | $64,056+214.0% | $74,419+170.3% |
| Participation rate | 85.6% | 76.6%+9.0pp | 72.3%+13.3pp | 70.7%+14.9pp |
| Annual return | 13.18% | 16.57%-3.4pp | 33.69%-20.5pp | 34.38%-21.2pp |
| Employer contribution / active EE | $7,761 | $3,084+151.7% | $2,747+182.6% | $2,637+194.3% |
| Participant deferral / active EE | $9,420 | $3,692+155.2% | $3,880+142.8% | $4,528+108.0% |
| Admin fee / account holder | $196 | $196-0.2% | $3,068-93.6% | $348-43.8% |