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 COM Service code 19 · EIN 74-1625348 | Securities Custodian | $55,266 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $36,881 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $1,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,678 | $78,181-63.3% | $57,343-50.0% | $67,505-57.5% |
| Participation rate | 63.1% | 76.6%-13.5pp | 75.1%-12.0pp | 71.2%-8.1pp |
| Annual return | 3.35% | 2.76%+0.6pp | 24.39%-21.0pp | 6.52%-3.2pp |
| Employer contribution / active EE | $3,443 | $3,924-12.3% | $2,689+28.1% | $2,173+58.5% |
| Participant deferral / active EE | $2,679 | $3,501-23.5% | $3,162-15.3% | $3,597-25.5% |
| Admin fee / account holder | $22 | $27-15.6% | $3,356-99.3% | $56-60.2% |