Filed August 8, 1996
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $11,868 |
TIAA1+ years Filed as: TIAA-TEACHERS INS AND ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $5,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,152 | $51,769+37.4% | $57,343+24.1% | $52,331+36.0% |
| Participation rate | 92.9% | 75.2%+17.6pp | 75.1%+17.8pp | 68.1%+24.8pp |
| Annual return | 2.09% | 2.43%-0.3pp | 24.39%-22.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $5,430 | $2,335+132.5% | $2,689+101.9% | $1,882+188.5% |
| Participant deferral / active EE | $5,114 | $2,794+83.0% | $3,162+61.7% | $3,022+69.2% |
| Admin fee / account holder | $40 | $295-86.3% | $3,356-98.8% | $592-93.2% |