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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $148,286 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $136,437 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $42,279 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $24,334 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
Service code 29 · EIN 59-1450702 | Legal | $22,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,370 | $98,180-54.8% | $62,995-29.6% | $177,276-75.0% |
| Participation rate | 66.4% | 75.3%-9.0pp | 74.8%-8.5pp | 74.8%-8.5pp |
| Annual return | 17.17% | 16.81%+0.4pp | 87.57%-70.4pp | 21.25%-4.1pp |
| Employer contribution / active EE | $3,409 | $3,885-12.3% | $2,759+23.6% | $2,479+37.5% |
| Participant deferral / active EE | $2,762 | $3,805-27.4% | $3,329-17.0% | $3,881-28.8% |
| Admin fee / account holder | $74 | $31+139.0% | $3,600-97.9% | $154-51.7% |