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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,561 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 16 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $22,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,417 | $74,706+59.9% | $75,696+57.8% | $79,386+50.4% |
| Participation rate | 99.0% | 75.3%+23.6pp | 74.8%+24.1pp | 70.7%+28.3pp |
| Annual return | 14.44% | 18.52%-4.1pp | 104.53%-90.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $7,062 | $2,590+172.7% | $2,743+157.5% | $2,427+190.9% |
| Participant deferral / active EE | $6,366 | $3,533+80.2% | $3,821+66.6% | $4,046+57.4% |
| Admin fee / account holder | $101 | $374-72.9% | $3,619-97.2% | $626-83.8% |