Filed December 13, 2005
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 TEACHER'S INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $108,129 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $96,500 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $25,979 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US, LLP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $126,365 | $113,293+11.5% | $67,502+87.2% | $199,593-36.7% |
| Participation rate | 71.0% | 73.3%-2.4pp | 72.9%-1.9pp | 72.0%-1.0pp |
| Annual return | 10.96% | 15.88%-4.9pp | 3512.12%-3501.2pp | 34.25%-23.3pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $69 | $103-32.5% | $3,998-98.3% | $269-74.3% |