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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $250,000 |
TIAA3+ years Filed as: TIAA TEACHER'S INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $157,126 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $98,618 |
Filed as: NOVA SOUTHEASTERN UNIVERSITY Service code 14 · EIN 59-1083502 | Plan Administrator | $90,321 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $77,708 |
Filed as: GUNSTER, YOAKLEY & STEWART PA Service code 29 · EIN 59-1450702 | Legal | $35,616 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $24,334 |
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 | $76,712 | $92,091-16.7% | $62,995+21.8% | $77,958-1.6% |
| Participation rate | 91.6% | 74.5%+17.1pp | 74.8%+16.8pp | 71.6%+19.9pp |
| Annual return | 12.63% | 16.23%-3.6pp | 87.57%-74.9pp | 20.87%-8.2pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $117 | $48+144.0% | $3,600-96.8% | $97+20.1% |