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 36-4001764 | Advisory (Plan) | $23,492 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,292 |
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 | $104,394 | $65,322+59.8% | $70,449+48.2% | $73,488+42.1% |
| Participation rate | 95.3% | 77.0%+18.3pp | 75.1%+20.2pp | 70.7%+24.6pp |
| Annual return | 14.05% | 15.71%-1.7pp | 109.03%-95.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $6,264 | $2,460+154.7% | $2,737+128.9% | $2,270+176.0% |
| Participant deferral / active EE | $5,390 | $3,375+59.7% | $3,709+45.3% | $3,740+44.1% |
| Admin fee / account holder | $89 | $214-58.4% | $3,845-97.7% | $513-82.6% |