Filed February 11, 2002
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-CREF Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $15,301 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $9,559 |
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 | $71,671 | $68,408+4.8% | $57,179+25.3% | $57,658+24.3% |
| Participation rate | 90.2% | 79.1%+11.1pp | 75.3%+14.9pp | 70.2%+20.0pp |
| Annual return | 7.13% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,804 | $2,869-37.1% | $2,682-32.7% | $1,974-8.6% |
| Participant deferral / active EE | $2,774 | $2,903-4.5% | $3,096-10.4% | $3,061-9.4% |
| Admin fee / account holder | $51 | $70-27.2% | $3,139-98.4% | $95-46.3% |