Filed September 22, 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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $17,098 |
Service code 13 · EIN 35-2552359 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 787356213 | Contract Administrator | $14,843 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Contract Administrator | $6,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,882 | $60,795+10.0% | $69,455-3.7% | $65,185+2.6% |
| Participation rate | 98.6% | 74.9%+23.8pp | 74.6%+24.0pp | 70.2%+28.4pp |
| Annual return | 4.51% | 17.46%-12.9pp | 28.97%-24.5pp | 29.38%-24.9pp |
| Employer contribution / active EE | $4,485 | $2,452+82.9% | $2,779+61.4% | $2,177+106.0% |
| Participant deferral / active EE | $3,873 | $3,162+22.5% | $3,535+9.5% | $3,514+10.2% |
| Admin fee / account holder | $162 | $314-48.5% | $3,839-95.8% | $847-80.9% |