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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 16 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $23,735 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $14,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,457 | $83,884+32.9% | $64,056+74.0% | $74,419+49.8% |
| Participation rate | 69.6% | 76.6%-7.0pp | 72.3%-2.7pp | 70.7%-1.1pp |
| Annual return | 15.69% | 16.57%-0.9pp | 33.69%-18.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $5,119 | $3,084+66.0% | $2,747+86.4% | $2,637+94.1% |
| Participant deferral / active EE | $4,650 | $3,692+26.0% | $3,880+19.9% | $4,528+2.7% |
| Admin fee / account holder | $82 | $196-58.1% | $3,068-97.3% | $348-76.4% |