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 ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $459,561 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,345 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $26,670 |
AON CONSULTING7 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $15,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,821 | $73,283+4.8% | $155,509-50.6% | $106,382-27.8% |
| Participation rate | 72.4% | 73.3%-0.9pp | 78.2%-5.8pp | 69.9%+2.5pp |
| Annual return | 14.16% | 15.77%-1.6pp | 64.67%-50.5pp | 17.37%-3.2pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,763 | $4,580+25.8% | $5,626+2.4% | $5,569+3.5% |
| Admin fee / account holder | $38 | $56-32.2% | $15,912-99.8% | $79-52.0% |