Filed September 20, 2012
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 |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $36,752 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $10,130 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,008 | $46,292-67.6% | $143,757-89.6% | $64,808-76.8% |
| Participation rate | 92.7% | 64.2%+28.5pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -13.78% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,514 | $1,910-20.7% | $4,951-69.4% | $2,506-39.6% |
| Participant deferral / active EE | $2,237 | $2,646-15.4% | $5,637-60.3% | $4,310-48.1% |
| Admin fee / account holder | $92 | $154-39.8% | $14,673-99.4% | $188-50.7% |