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) | $21,803 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,875 |
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 | $91,672 | $60,795+50.8% | $69,455+32.0% | $65,185+40.6% |
| Participation rate | 95.6% | 74.9%+20.8pp | 74.6%+21.0pp | 70.2%+25.4pp |
| Annual return | 20.32% | 17.46%+2.9pp | 28.97%-8.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $6,211 | $2,452+153.3% | $2,779+123.5% | $2,177+185.4% |
| Participant deferral / active EE | $4,976 | $3,162+57.4% | $3,535+40.8% | $3,514+41.6% |
| Admin fee / account holder | $81 | $314-74.1% | $3,839-97.9% | $847-90.4% |