Filed November 29, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 TIAA-TEACHERS INSURANCE AND ANNUITY · NEW YORK, NY 100173206 | Recordkeeping Fees | $403 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Recordkeeping Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,190 | $87,173-90.6% | $59,878-86.3% | $75,289-89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | 11.10% | -2.14%+13.2pp | 3.46%+7.6pp | -0.04%+11.1pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $836 | $3,379-75.3% | $3,402-75.4% | $3,739-77.6% |
| Admin fee / account holder | $0 | $75-99.8% | $3,590-100.0% | $102-99.9% |