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 |
|---|---|---|
TIAA10+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $1,170,043 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $34,364 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,916 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $219,927 | $91,762+139.7% | $67,502+225.8% | $77,643+183.3% |
| Participation rate | 83.4% | 75.9%+7.5pp | 72.9%+10.5pp | 70.6%+12.8pp |
| Annual return | 10.80% | 14.87%-4.1pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $8,100 | $3,181+154.6% | $2,731+196.6% | $2,726+197.1% |
| Participant deferral / active EE | $9,316 | $3,903+138.7% | $4,000+132.9% | $4,647+100.5% |
| Admin fee / account holder | $191 | $176+8.6% | $3,998-95.2% | $430-55.6% |