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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 16 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $28,749 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $25,936 |
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 | $123,239 | $91,762+34.3% | $67,502+82.6% | $77,643+58.7% |
| Participation rate | 67.5% | 75.9%-8.4pp | 72.9%-5.4pp | 70.6%-3.1pp |
| Annual return | 12.93% | 14.87%-1.9pp | 3512.12%-3499.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,965 | $3,181+56.1% | $2,731+81.8% | $2,726+82.1% |
| Participant deferral / active EE | $4,526 | $3,903+15.9% | $4,000+13.1% | $4,647-2.6% |
| Admin fee / account holder | $112 | $176-36.3% | $3,998-97.2% | $430-74.0% |