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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $129,219 |
GUNSTER, YOAKLEY, & STEWART PA1+ years Filed as: GUNSTER, YOAKLEY & STEWARD PA Service code 29 · EIN 59-1450702 | Legal | $62,349 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $59,859 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
TIAA1+ years Filed as: TIAA TEACHER'S INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $3,794 |
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 | $71,825 | $112,772-36.3% | $57,343+25.3% | $59,188+21.3% |
| Participation rate | 91.0% | 71.3%+19.7pp | 75.1%+15.9pp | 69.4%+21.6pp |
| Annual return | 1.45% | 0.85%+0.6pp | 24.39%-22.9pp | 5.51%-4.1pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $46 | $144-67.8% | $3,356-98.6% | $92-49.7% |