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 | $99,444 |
TIAA2+ years Filed as: TIAA TEACHER'S INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $83,982 |
GUNSTER, YOAKLEY, & STEWART PA2+ years Filed as: GUNSTER, YOAKLEY & STEWARD PA Service code 29 · EIN 59-1450702 | Legal | $80,507 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $76,476 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,875 |
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 | $74,886 | $85,199-12.1% | $57,179+31.0% | $63,975+17.1% |
| Participation rate | 92.3% | 74.0%+18.3pp | 75.3%+17.0pp | 71.1%+21.2pp |
| Annual return | 5.77% | 10.43%-4.7pp | 14.59%-8.8pp | 48.65%-42.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $71 | $39+84.5% | $3,139-97.7% | $70+1.2% |