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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $190,881 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $181,185 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $48,600 |
Service code 29 · EIN 59-1450702 | Legal | $39,650 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $33,483 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,625 |
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 | $53,242 | $109,303-51.3% | $69,455-23.3% | $82,204-35.2% |
| Participation rate | 68.3% | 74.9%-6.6pp | 74.6%-6.3pp | 73.4%-5.1pp |
| Annual return | 19.80% | 20.08%-0.3pp | 28.97%-9.2pp | 26.31%-6.5pp |
| Employer contribution / active EE | $3,785 | $5,149-26.5% | $2,779+36.2% | $2,707+39.8% |
| Participant deferral / active EE | $3,007 | $4,210-28.6% | $3,535-14.9% | $4,246-29.2% |
| Admin fee / account holder | $85 | $29+191.4% | $3,839-97.8% | $76+12.4% |