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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $227,514 |
Service code 14 · EIN 59-1083502 | Plan Administrator | $125,869 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Service code 29 · EIN 59-1450702 | Legal | $30,848 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US, LLP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,166 | $111,545-33.5% | $64,056+15.8% | $103,482-28.3% |
| Participation rate | 69.9% | 74.9%-5.0pp | 72.3%-2.4pp | 73.3%-3.4pp |
| Annual return | 15.12% | 17.80%-2.7pp | 33.69%-18.6pp | 33.11%-18.0pp |
| Employer contribution / active EE | $4,319 | $4,573-5.6% | $2,747+57.2% | $3,208+34.6% |
| Participant deferral / active EE | $3,565 | $4,715-24.4% | $3,880-8.1% | $5,207-31.5% |
| Admin fee / account holder | $68 | $45+51.0% | $3,068-97.8% | $114-40.4% |