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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,165 |
TIAA4+ years Filed as: TIAA-TEACHERS INS AND ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $11,754 |
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 | $78,554 | $55,002+42.8% | $59,878+31.2% | $56,287+39.6% |
| Participation rate | 96.9% | 75.9%+21.0pp | 74.7%+22.2pp | 69.9%+27.0pp |
| Annual return | -3.02% | 1.13%-4.2pp | 3.46%-6.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $6,398 | $2,448+161.4% | $2,722+135.1% | $2,111+203.1% |
| Participant deferral / active EE | $5,479 | $3,121+75.5% | $3,402+61.0% | $3,350+63.6% |
| Admin fee / account holder | $79 | $236-66.3% | $3,590-97.8% | $521-84.8% |