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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $72,568 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $69,109 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $50,639 |
Filed as: GUNSTER, YOAKLEY, & STEWARD PA Service code 29 · EIN 59-1450702 | Legal | $43,712 |
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 | $36,342 | $91,420-60.2% | $57,179-36.4% | $65,292-44.3% |
| Participation rate | 66.0% | 72.6%-6.7pp | 75.3%-9.4pp | 72.4%-6.5pp |
| Annual return | 9.70% | 7.55%+2.2pp | 14.59%-4.9pp | 11.84%-2.1pp |
| Employer contribution / active EE | $3,315 | $3,776-12.2% | $2,682+23.6% | $2,302+44.0% |
| Participant deferral / active EE | $2,651 | $3,512-24.5% | $3,096-14.4% | $3,579-25.9% |
| Admin fee / account holder | $47 | $22+113.7% | $3,139-98.5% | $57-18.8% |