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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $20,576 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 13 · EIN 47-1411118 ATTN GRP COMPENSATION DEPT 4340 · SAN RAFAEL, CA 949032121 | Contract Administrator | $15,000 |
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 | $73,970 | $65,322+13.2% | $70,449+5.0% | $73,488+0.7% |
| Participation rate | 71.3% | 77.0%-5.7pp | 75.1%-3.8pp | 70.7%+0.6pp |
| Annual return | 8.45% | 15.71%-7.3pp | 109.03%-100.6pp | 28.51%-20.1pp |
| Employer contribution / active EE | $3,778 | $2,460+53.6% | $2,737+38.1% | $2,270+66.4% |
| Participant deferral / active EE | $3,126 | $3,375-7.4% | $3,709-15.7% | $3,740-16.4% |
| Admin fee / account holder | $131 | $214-38.6% | $3,845-96.6% | $513-74.4% |