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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $178,891 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $176,438 |
Service code 14 · EIN 59-1083502 | Plan Administrator | $35,073 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,375 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $27,784 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $24,488 |
Service code 29 · EIN 59-1450702 | Legal | $16,470 |
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 | $60,388 | $113,699-46.9% | $70,449-14.3% | $93,223-35.2% |
| Participation rate | 71.5% | 77.8%-6.3pp | 75.1%-3.6pp | 74.9%-3.4pp |
| Annual return | 14.14% | 14.93%-0.8pp | 109.03%-94.9pp | 19.29%-5.1pp |
| Employer contribution / active EE | $3,954 | $3,991-0.9% | $2,737+44.5% | $2,680+47.5% |
| Participant deferral / active EE | $3,205 | $4,485-28.5% | $3,709-13.6% | $4,563-29.8% |
| Admin fee / account holder | $78 | $40+93.1% | $3,845-98.0% | $79-1.5% |