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-TEACHERS INSURANCE ASSOCIATION Service code 15 · EIN 13-1624203 | Recordkeeping | $276,954 |
Service code 14 · EIN 59-1083502 | Plan Administrator | $104,687 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,054 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US, LLP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Service code 29 · EIN 59-1450702 | Legal | $17,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,769 | $113,293-26.1% | $67,502+24.1% | $199,593-58.0% |
| Participation rate | 80.3% | 73.3%+7.0pp | 72.9%+7.4pp | 72.0%+8.3pp |
| Annual return | 12.10% | 15.88%-3.8pp | 3512.12%-3500.0pp | 34.25%-22.2pp |
| Employer contribution / active EE | $5,341 | $3,401+57.0% | $2,731+95.6% | $3,034+76.0% |
| Participant deferral / active EE | $4,407 | $4,159+6.0% | $4,000+10.2% | $5,087-13.4% |
| Admin fee / account holder | $68 | $103-33.5% | $3,998-98.3% | $269-74.6% |