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 LLC2 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $22,051 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 16 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $21,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,988 | $60,989+65.6% | $60,874+65.9% | $66,914+50.9% |
| Participation rate | 97.7% | 74.5%+23.2pp | 73.1%+24.5pp | 69.8%+27.8pp |
| Annual return | -12.78% | -9.60%-3.2pp | 16.90%-29.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $6,320 | $2,661+137.5% | $2,701+133.9% | $2,544+148.4% |
| Participant deferral / active EE | $5,886 | $3,615+62.8% | $3,817+54.2% | $4,237+38.9% |
| Admin fee / account holder | $87 | $338-74.4% | $3,224-97.3% | $593-85.4% |