Filed November 14, 2003
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $349,383 |
Service code 14 · EIN 23-2825881 | Plan Administrator | $72,484 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,305 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $26,670 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $19,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,427 | $73,283-23.0% | $155,509-63.7% | $106,382-47.0% |
| Participation rate | 83.7% | 73.3%+10.4pp | 78.2%+5.5pp | 69.9%+13.8pp |
| Annual return | 13.25% | 15.77%-2.5pp | 64.67%-51.4pp | 17.37%-4.1pp |
| Employer contribution / active EE | $5,281 | $2,247+135.0% | $4,672+13.0% | $3,364+57.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $32 | $56-43.6% | $15,912-99.8% | $79-60.1% |