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 | $188,386 |
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $178,903 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $40,680 |
Service code 29 · EIN 59-1450702 | Legal | $37,905 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
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 | $43,681 | $91,937-52.5% | $59,878-27.1% | $68,904-36.6% |
| Participation rate | 59.6% | 74.4%-14.8pp | 74.7%-15.1pp | 74.1%-14.5pp |
| Annual return | -4.03% | -3.10%-0.9pp | 3.46%-7.5pp | 1.07%-5.1pp |
| Employer contribution / active EE | $3,721 | $4,347-14.4% | $2,722+36.7% | $2,540+46.5% |
| Participant deferral / active EE | $2,954 | $3,817-22.6% | $3,402-13.2% | $4,015-26.4% |
| Admin fee / account holder | $82 | $27+208.6% | $3,590-97.7% | $71+15.6% |